Congress Wealth Management’s Liberty Energy LBRT Stock Holding History

Congress Wealth Management’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 Q2	$268K	Buy	+23,370	New	+$283K	﹤0.01%	1095

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Congress Wealth Management's LBRT Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Liberty Energy (LBRT) in Q2 2025: 23,370 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

Congress Wealth Management held 23,370 shares of Liberty Energy worth $268K as of Q2 2025.
Liberty Energy was a new Congress Wealth Management position in Q2 2025.
Liberty Energy made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1095 holding.
324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.