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Crewe Advisors’s Liberty Energy LBRT Stock Holding History

Crewe Advisors’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 		$81.2K Buy
+3,100
New +$92.7K 0.01% 370
2022
Q4 		– Sell
-585
Closed -$7K – 1164
2022
Q3 		$7K Hold
585
– – ﹤0.01% 762
2022
Q2 		$7K Buy
+585
New +$9.18K ﹤0.01% 692

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 $3.38T AUM 44.17% 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

Crewe Advisors's LBRT Position: Q2 2026 in Review

Crewe Advisors opened a new position in Liberty Energy (LBRT) in Q2 2026: 3,100 shares worth $81.2K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in LBRT as recently as Q3 2022.

Crewe Advisors first reported a position in LBRT in Q2 2022 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Crewe Advisors held 3,100 shares of Liberty Energy worth $81.2K as of Q2 2026.
  • Liberty Energy was a new Crewe Advisors position in Q2 2026.
  • Liberty Energy made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #370 holding.
  • Crewe Advisors first reported a position in Liberty Energy in Q2 2022 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.