CMF
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Counterpoint Mutual Funds’s Liberty Energy LBRT Stock Holding History

Counterpoint Mutual Funds’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 		$506K Sell
19,305
-11,389
-37% -$341K 0.05% 169
2026
Q1 		$884K Buy
+30,694
New +$782K 0.13% 67
2023
Q3 		– Sell
-9,699
Closed -$130K – 397
2023
Q2 		$130K Buy
+9,699
New +$126K 0.12% 80

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

Counterpoint Mutual Funds's LBRT Position: Q2 2026 in Review

Counterpoint Mutual Funds reduced its Liberty Energy (LBRT) stake by 37% in Q2 2026, selling an estimated $341K and leaving 19,305 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #169.

Counterpoint Mutual Funds first reported a position in LBRT in Q2 2023 and has held it in 3 quarters since. The position peaked at $884K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Counterpoint Mutual Funds held 19,305 shares of Liberty Energy worth $506K as of Q2 2026.
  • Counterpoint Mutual Funds sold 11,389 Liberty Energy shares in Q2 2026, an estimated $341K.
  • Liberty Energy made up 0.05% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #169 holding.
  • Counterpoint Mutual Funds first reported a position in Liberty Energy in Q2 2023 and has held it in 3 quarters since.
  • Counterpoint Mutual Funds's Liberty Energy position peaked at $884K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.