FFA
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Florida Financial Advisors’s Liberty Energy LBRT Stock Holding History

Florida Financial 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 		$1.57M Sell
59,830
-46,990
-44% -$1.41M 0.26% 104
2026
Q1 		$3.08M Buy
106,820
+27
+0% +$688 0.74% 30
2025
Q4 		$1.97M Hold
106,793
– – 0.54% 44
2025
Q3 		$1.32M Buy
+106,793
New +$1.23M 0.41% 69

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Florida Financial Advisors's LBRT Position: Q2 2026 in Review

Florida Financial Advisors reduced its Liberty Energy (LBRT) stake by 44% in Q2 2026, selling an estimated $1.41M and leaving 59,830 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #104.

Florida Financial Advisors first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.08M in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Florida Financial Advisors held 59,830 shares of Liberty Energy worth $1.57M as of Q2 2026.
  • Florida Financial Advisors sold 46,990 Liberty Energy shares in Q2 2026, an estimated $1.41M.
  • Liberty Energy made up 0.26% of Florida Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Florida Financial Advisors first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
  • Florida Financial Advisors's Liberty Energy position peaked at $3.08M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.