CIBC Private Wealth Group
LBRT icon

CIBC Private Wealth Group’s Liberty Energy LBRT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$15.1K Sell
820
-3,035
-79% -$50.7K ﹤0.01% 2268
2025
Q3 		$47.6K Buy
3,855
+3,550
+1,164% +$41.1K ﹤0.01% 1822
2025
Q2 		$3.5K Hold
305
– – ﹤0.01% 2524
2025
Q1 		$3.05K Sell
305
-1,892
-86% -$34K ﹤0.01% 2589
2024
Q4 		$47K Buy
2,197
+1,583
+258% +$29.3K ﹤0.01% 1702
2024
Q3 		$11.7K Hold
614
– – ﹤0.01% 2356
2024
Q2 		$12.3K Buy
614
+125
+26% +$2.79K ﹤0.01% 2217
2024
Q1 		$10.3K Buy
+489
New +$9.67K ﹤0.01% 2262

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIBC Private Wealth Group's LBRT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Liberty Energy (LBRT) stake by 79% in Q4 2025, selling an estimated $50.7K and leaving 820 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

CIBC Private Wealth Group first reported a position in LBRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $47.6K in Q3 2025. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • CIBC Private Wealth Group held 820 shares of Liberty Energy worth $15.1K as of Q4 2025.
  • CIBC Private Wealth Group sold 3,035 Liberty Energy shares in Q4 2025, an estimated $50.7K.
  • Liberty Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2268 holding.
  • CIBC Private Wealth Group first reported a position in Liberty Energy in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Liberty Energy position peaked at $47.6K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.