Corient Private Wealth
LBRT icon

Corient Private Wealth’s Liberty Energy LBRT Stock Holding History

Corient Private Wealth’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 		$228K Buy
8,707
+75
+0.9% +$2.24K ﹤0.01% 2721
2026
Q1 		$249K Buy
+8,632
New +$220K ﹤0.01% 2429

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

Corient Private Wealth's LBRT Position: Q2 2026 in Review

Corient Private Wealth increased its Liberty Energy (LBRT) stake by 0.87% in Q2 2026, buying an estimated $2.24K and bringing the position to 8,707 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Corient Private Wealth first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Corient Private Wealth held 8,707 shares of Liberty Energy worth $228K as of Q2 2026.
  • Corient Private Wealth bought 75 Liberty Energy shares in Q2 2026, an estimated $2.24K.
  • Liberty Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2721 holding.
  • Corient Private Wealth first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's Liberty Energy position peaked at $249K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.