FHA
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First Horizon Advisors’s Liberty Energy LBRT Stock Holding History

First Horizon 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
2025
Q2 		$1.04K Sell
91
-946
-91% -$11.5K ﹤0.01% 2158
2025
Q1 		$16.4K Buy
1,037
+129
+14% +$2.32K ﹤0.01% 1410
2024
Q4 		$18.1K Buy
908
+83
+10% +$1.53K ﹤0.01% 1369
2024
Q3 		$15.7K Sell
825
-122
-13% -$2.52K ﹤0.01% 1460
2024
Q2 		$19.8K Sell
947
-146
-13% -$3.26K ﹤0.01% 1279
2024
Q1 		$22.6K Hold
1,093
– – ﹤0.01% 1303
2023
Q4 		$19.8K Sell
1,093
-44
-4% -$836 ﹤0.01% 1340
2023
Q3 		$21.1K Sell
1,137
-515
-31% -$8.49K ﹤0.01% 1238
2023
Q2 		$22.1K Buy
1,652
+59
+4% +$764 ﹤0.01% 1233
2023
Q1 		$20.4K Buy
1,593
+128
+9% +$1.89K ﹤0.01% 1258
2022
Q4 		$23.5K Sell
1,465
-135
-8% -$2.15K ﹤0.01% 1205
2022
Q3 		$20K Buy
1,600
+679
+74% +$9.17K ﹤0.01% 1238
2022
Q2 		$12K Buy
+921
New +$14.5K ﹤0.01% 1509
2020
Q1 		– Sell
-273
Closed -$3K – 1475
2019
Q4 		$3K Hold
273
– – ﹤0.01% 1342
2019
Q3 		$2K Buy
273
+119
+77% +$1.46K ﹤0.01% 1383
2019
Q2 		$2K Buy
154
+47
+44% +$720 ﹤0.01% 1392
2019
Q1 		$1K Buy
+107
New +$1.64K ﹤0.01% 1496

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Horizon Advisors's LBRT Position: Q2 2025 in Review

First Horizon Advisors reduced its Liberty Energy (LBRT) stake by 91% in Q2 2025, selling an estimated $11.5K and leaving 91 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

First Horizon Advisors first reported a position in LBRT in Q1 2019 and has held it in 17 quarters since. The position peaked at $23.5K in Q4 2022. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • First Horizon Advisors held 91 shares of Liberty Energy worth $1.04K as of Q2 2025.
  • First Horizon Advisors sold 946 Liberty Energy shares in Q2 2025, an estimated $11.5K.
  • Liberty Energy made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2158 holding.
  • First Horizon Advisors first reported a position in Liberty Energy in Q1 2019 and has held it in 17 quarters since.
  • First Horizon Advisors's Liberty Energy position peaked at $23.5K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.