EverSource Wealth Advisors’s Liberty Energy LBRT Stock Holding History

EverSource Wealth Advisors’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	$232K	Sell	8,871 -1,085	-11%	-$32.5K	0.01%	931
2026 Q1	$287K	Buy	9,956 +203	+2%	+$5.17K	0.01%	865
2025 Q4	$180K	Buy	9,753 +6,354	+187%	+$106K	0.01%	992
2025 Q3	$41.9K	Sell	3,399 -2,433	-42%	-$28.1K	﹤0.01%	1830
2025 Q2	$67K	Buy	5,832 +4,791	+460%	+$58K	﹤0.01%	1434
2025 Q1	$16.5K	Buy	1,041 +9	+0.9%	+$162	﹤0.01%	1803
2024 Q4	$20.5K	Buy	1,032 +307	+42%	+$5.68K	﹤0.01%	1608
2024 Q3	$13.8K	Buy	725 +24	+3%	+$495	﹤0.01%	1684
2024 Q2	$16.9K	Buy	701 +60	+9%	+$1.34K	﹤0.01%	1584
2024 Q1	$14.1K	Hold	641	–	–	﹤0.01%	1532
2023 Q4	$11.6K	Buy	641 +50	+8%	+$950	﹤0.01%	1494
2023 Q3	$10.9K	Buy	591 +52	+10%	+$857	﹤0.01%	1388
2023 Q2	$7.21K	Buy	539 +345	+178%	+$4.47K	﹤0.01%	1586
2023 Q1	$2.48K	Hold	194	–	–	﹤0.01%	1869
2022 Q4	$3.11K	Hold	194	–	–	﹤0.01%	1777
2022 Q3	$2K	Hold	194	–	–	﹤0.01%	1686
2022 Q2	$2K	Hold	194	–	–	﹤0.01%	1522
2022 Q1	$3K	Hold	194	–	–	﹤0.01%	1425
2021 Q4	$2K	Buy	+194	New	+$2.25K	﹤0.01%	1570

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's LBRT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Liberty Energy (LBRT) stake by 11% in Q2 2026, selling an estimated $32.5K and leaving 8,871 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #931.

EverSource Wealth Advisors first reported a position in LBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $287K in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

EverSource Wealth Advisors held 8,871 shares of Liberty Energy worth $232K as of Q2 2026.
EverSource Wealth Advisors sold 1,085 Liberty Energy shares in Q2 2026, an estimated $32.5K.
Liberty Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #931 holding.
EverSource Wealth Advisors first reported a position in Liberty Energy in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Liberty Energy position peaked at $287K in Q1 2026.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.