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Creative Financial Designs’s Liberty Energy LBRT Stock Holding History

Creative Financial Designs’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 		$89.3K Buy
3,411
+1,008
+42% +$30.1K ﹤0.01% 833
2026
Q1 		$69.2K Buy
2,403
+803
+50% +$20.5K ﹤0.01% 789
2025
Q4 		$29.5K Hold
1,600
– – ﹤0.01% 1048
2025
Q3 		$19.7K Buy
+1,600
New +$18.5K ﹤0.01% 1147

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

Creative Financial Designs's LBRT Position: Q2 2026 in Review

Creative Financial Designs increased its Liberty Energy (LBRT) stake by 42% in Q2 2026, buying an estimated $30.1K and bringing the position to 3,411 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Creative Financial Designs first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Creative Financial Designs held 3,411 shares of Liberty Energy worth $89.3K as of Q2 2026.
  • Creative Financial Designs bought 1,008 Liberty Energy shares in Q2 2026, an estimated $30.1K.
  • Liberty Energy made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #833 holding.
  • Creative Financial Designs first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.