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Essential Partners’s Liberty Energy LBRT Stock Holding History

Essential 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
Q3 		$6.71K Sell
368
-1,434
-80% -$29.6K ﹤0.01% 1379
2026
Q2 		$47.2K Sell
1,802
-118
-6% -$3.53K 0.02% 632
2026
Q1 		$55.3K Hold
1,920
– – 0.02% 577
2025
Q4 		$35.4K Buy
1,920
+493
+35% +$8.24K 0.01% 708
2025
Q3 		$17.6K Buy
1,427
+198
+16% +$2.29K 0.01% 939
2025
Q2 		$14.1K Buy
+1,229
New +$14.9K 0.01% 759

Other funds holding LBRT

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's LBRT Position: Q3 2026 in Review

Essential Partners reduced its Liberty Energy (LBRT) stake by 80% in Q3 2026, selling an estimated $29.6K and leaving 368 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Essential Partners first reported a position in LBRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $55.3K in Q1 2026. 15 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

  • Essential Partners held 368 shares of Liberty Energy worth $6.71K as of Q3 2026.
  • Essential Partners sold 1,434 Liberty Energy shares in Q3 2026, an estimated $29.6K.
  • Liberty Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1379 holding.
  • Essential Partners first reported a position in Liberty Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Liberty Energy position peaked at $55.3K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.