Evergreen Capital Management’s Liberty Energy LBRT Stock Holding History

Evergreen Capital Management’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	–	Sell	-7,192	Closed	-$207K	–	1615
2026 Q1	$207K	Sell	7,192 -7,013	-49%	-$179K	﹤0.01%	1379
2025 Q4	$262K	Buy	+14,205	New	+$237K	0.01%	1123
2019 Q2	–	Sell	-126,045	Closed	-$1.94M	–	457
2019 Q1	$1.94M	Buy	126,045 +12,535	+11%	+$192K	0.19%	114
2018 Q4	$1.47M	Buy	113,510 +3,295	+3%	+$59.8K	0.15%	132
2018 Q3	$2.38M	Sell	110,215 -1,525	-1%	-$29.5K	0.21%	102
2018 Q2	$2.09M	Buy	+111,740	New	+$2.19M	0.2%	106

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Evergreen Capital Management's LBRT Position: Q2 2026 in Review

Evergreen Capital Management sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 7,192 shares — an estimated $207K sold.

Evergreen Capital Management first reported a position in LBRT in Q2 2018 and held it in 6 quarters. The position peaked at $2.38M in Q3 2018. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Evergreen Capital Management reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 7,192 Liberty Energy shares in Q2 2026, an estimated $207K.
Evergreen Capital Management first reported a position in Liberty Energy in Q2 2018 and held it in 6 quarters.
Evergreen Capital Management's Liberty Energy position peaked at $2.38M in Q3 2018.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.