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Equitable Trust’s Liberty Energy LBRT Stock Holding History

Equitable Trust’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
2025
Q2 		– Sell
-15,935
Closed -$252K – 456
2025
Q1 		$252K Sell
15,935
-1,829
-10% -$32.8K 0.01% 429
2024
Q4 		$353K Buy
17,764
+3,872
+28% +$71.6K 0.02% 388
2024
Q3 		$265K Sell
13,892
-1,490
-10% -$30.8K 0.02% 406
2024
Q2 		$321K Hold
15,382
– – 0.02% 372
2024
Q1 		$319K Hold
15,382
– – 0.02% 368
2023
Q4 		$279K Sell
15,382
-964
-6% -$18.3K 0.02% 363
2023
Q3 		$303K Buy
16,346
+1,328
+9% +$21.9K 0.03% 344
2023
Q2 		$201K Hold
15,018
– – 0.02% 393
2023
Q1 		$192K Buy
+15,018
New +$222K 0.02% 389

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Equitable Trust's LBRT Position: Q2 2025 in Review

Equitable Trust sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 15,935 shares — an estimated $252K sold.

Equitable Trust first reported a position in LBRT in Q1 2023 and held it in 9 quarters. The position peaked at $353K in Q4 2024. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Equitable Trust reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 15,935 Liberty Energy shares in Q2 2025, an estimated $252K.
  • Equitable Trust first reported a position in Liberty Energy in Q1 2023 and held it in 9 quarters.
  • Equitable Trust's Liberty Energy position peaked at $353K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.