Creative Planning
LBRT icon

Creative Planning’s Liberty Energy LBRT Stock Holding History

Creative Planning’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 		$5.49M Buy
209,765
+4,221
+2% +$126K ﹤0.01% 1332
2026
Q1 		$5.92M Buy
205,544
+55,005
+37% +$1.4M ﹤0.01% 1065
2025
Q4 		$2.78M Buy
150,539
+95,044
+171% +$1.59M ﹤0.01% 1442
2025
Q3 		$685K Buy
55,495
+39,400
+245% +$456K ﹤0.01% 2453
2025
Q2 		$185K Sell
16,095
-5,207
-24% -$63.1K ﹤0.01% 3252
2025
Q1 		$337K Sell
21,302
-765
-3% -$13.7K ﹤0.01% 2646
2024
Q4 		$439K Buy
22,067
+2,611
+13% +$48.3K ﹤0.01% 2348
2024
Q3 		$371K Buy
19,456
+703
+4% +$14.5K ﹤0.01% 2353
2024
Q2 		$392K Buy
18,753
+4,169
+29% +$93K ﹤0.01% 2146
2024
Q1 		$302K Buy
14,584
+3,779
+35% +$74.7K ﹤0.01% 2243
2023
Q4 		$196K Buy
+10,805
New +$205K ﹤0.01% 2443

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 Planning's LBRT Position: Q2 2026 in Review

Creative Planning increased its Liberty Energy (LBRT) stake by 2.1% in Q2 2026, buying an estimated $126K and bringing the position to 209,765 shares worth $5.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Creative Planning first reported a position in LBRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.92M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Creative Planning held 209,765 shares of Liberty Energy worth $5.49M as of Q2 2026.
  • Creative Planning bought 4,221 Liberty Energy shares in Q2 2026, an estimated $126K.
  • Liberty Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1332 holding.
  • Creative Planning first reported a position in Liberty Energy in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Liberty Energy position peaked at $5.92M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.