EIP
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Epoch Investment Partners’s Liberty Energy LBRT Stock Holding History

Epoch Investment Partners’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
Q1 		– Sell
-106,379
Closed -$1.96M – 253
2025
Q4 		$1.96M Sell
106,379
-1,391
-1% -$23.2K 0.01% 217
2025
Q3 		$1.33M Buy
107,770
+56,170
+109% +$650K 0.01% 233
2025
Q2 		$592K Buy
+51,600
New +$625K ﹤0.01% 262
2025
Q1 		– Sell
-13,127
Closed -$261K – 288
2024
Q4 		$261K Sell
13,127
-86,227
-87% -$1.59M ﹤0.01% 279
2024
Q3 		$1.9M Sell
99,354
-24,337
-20% -$502K 0.01% 259
2024
Q2 		$2.58M Sell
123,691
-554,641
-82% -$12.4M 0.01% 243
2024
Q1 		$14.1M Sell
678,332
-208,444
-24% -$4.12M 0.06% 222
2023
Q4 		$16.1M Sell
886,776
-103,425
-10% -$1.97M 0.07% 226
2023
Q3 		$18.3M Buy
990,201
+119,174
+14% +$1.96M 0.12% 199
2023
Q2 		$11.6M Buy
+871,027
New +$11.3M 0.07% 260
2022
Q1 		– Sell
-1,428,927
Closed -$13.9M – 449
2021
Q4 		$13.9M Buy
1,428,927
+17,736
+1% +$206K 0.07% 246
2021
Q3 		$17.1M Buy
1,411,191
+512,787
+57% +$5.68M 0.1% 207
2021
Q2 		$12.7M Sell
898,404
-287,482
-24% -$3.88M 0.07% 231
2021
Q1 		$13.4M Buy
1,185,886
+45,250
+4% +$544K 0.06% 224
2020
Q4 		$11.8M Buy
1,140,636
+148,204
+15% +$1.35M 0.05% 217
2020
Q3 		$7.93M Buy
992,432
+432,327
+77% +$3.01M 0.04% 231
2020
Q2 		$3.07M Buy
+560,105
New +$2.63M 0.02% 246

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Epoch Investment Partners's LBRT Position: Q1 2026 in Review

Epoch Investment Partners sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 106,379 shares — an estimated $1.96M sold.

Epoch Investment Partners first reported a position in LBRT in Q2 2020 and held it in 17 quarters. The position peaked at $18.3M in Q3 2023. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Epoch Investment Partners reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
  • Epoch Investment Partners sold 106,379 Liberty Energy shares in Q1 2026, an estimated $1.96M.
  • Epoch Investment Partners first reported a position in Liberty Energy in Q2 2020 and held it in 17 quarters.
  • Epoch Investment Partners's Liberty Energy position peaked at $18.3M in Q3 2023.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.