Cetera Investment Advisers
LBRT icon

Cetera Investment Advisers’s Liberty Energy LBRT Stock Holding History

Cetera Investment Advisers’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$794K Sell
30,309
-21,921
-42% -$656K ﹤0.01% 3256
2026
Q1 		$1.5M Buy
52,230
+1,443
+3% +$36.8K ﹤0.01% 2535
2025
Q4 		$938K Sell
50,787
-6,901
-12% -$115K ﹤0.01% 2880
2025
Q3 		$712K Buy
57,688
+5,232
+10% +$60.5K ﹤0.01% 3078
2025
Q2 		$602K Sell
52,456
-10,496
-17% -$127K ﹤0.01% 2812
2025
Q1 		$997K Buy
62,952
+5,971
+10% +$107K ﹤0.01% 2262
2024
Q4 		$1.13M Sell
56,981
-430
-0.7% -$7.95K ﹤0.01% 2082
2024
Q3 		$1.1M Buy
57,411
+4,463
+8% +$92.1K ﹤0.01% 2060
2024
Q2 		$1.11M Buy
52,948
+3,132
+6% +$69.9K ﹤0.01% 1999
2024
Q1 		$1.03M Buy
49,816
+34,926
+235% +$691K ﹤0.01% 2046
2023
Q4 		$270K Buy
14,890
+714
+5% +$13.6K ﹤0.01% 1845
2023
Q3 		$263K Sell
14,176
-910
-6% -$15K ﹤0.01% 1816
2023
Q2 		$202K Buy
15,086
+3,730
+33% +$48.3K ﹤0.01% 1983
2023
Q1 		$145K Buy
11,356
+709
+7% +$10.5K ﹤0.01% 2010
2022
Q4 		$170K Buy
+10,647
New +$169K ﹤0.01% 1930

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers's LBRT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Liberty Energy (LBRT) stake by 42% in Q2 2026, selling an estimated $656K and leaving 30,309 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Cetera Investment Advisers first reported a position in LBRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Cetera Investment Advisers held 30,309 shares of Liberty Energy worth $794K as of Q2 2026.
  • Cetera Investment Advisers sold 21,921 Liberty Energy shares in Q2 2026, an estimated $656K.
  • Liberty Energy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3256 holding.
  • Cetera Investment Advisers first reported a position in Liberty Energy in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Liberty Energy position peaked at $1.5M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.