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CVA Family Office’s Liberty Energy LBRT Stock Holding History

CVA Family Office’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 		$10.3K Buy
393
+64
+19% +$1.91K ﹤0.01% 1006
2026
Q1 		$9.47K Buy
329
+234
+246% +$5.96K ﹤0.01% 1009
2025
Q4 		$1.75K Hold
95
– – ﹤0.01% 1019
2025
Q3 		$1.17K Buy
95
+45
+90% +$520 ﹤0.01% 1106
2025
Q2 		$574 Sell
50
-8
-14% -$97 ﹤0.01% 1195
2025
Q1 		$918 Buy
+58
New +$1.04K ﹤0.01% 1130
2024
Q3 		– Sell
-40
Closed -$836 – 1315
2024
Q2 		$836 Buy
+40
New +$892 ﹤0.01% 1100

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

CVA Family Office's LBRT Position: Q2 2026 in Review

CVA Family Office increased its Liberty Energy (LBRT) stake by 19% in Q2 2026, buying an estimated $1.91K and bringing the position to 393 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

CVA Family Office first reported a position in LBRT in Q2 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • CVA Family Office held 393 shares of Liberty Energy worth $10.3K as of Q2 2026.
  • CVA Family Office bought 64 Liberty Energy shares in Q2 2026, an estimated $1.91K.
  • Liberty Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1006 holding.
  • CVA Family Office first reported a position in Liberty Energy in Q2 2024 and has held it in 7 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.