FFA
LBRT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Florida Financial Advisors's LBRT Position: Q1 2026 in Review

Florida Financial Advisors increased its Liberty Energy (LBRT) stake by 0.03% in Q1 2026, buying an estimated $688 and bringing the position to 106,820 shares worth $3.08M. The position accounts for 0.74% of the portfolio, ranked #30.

Florida Financial Advisors first reported a position in LBRT in Q3 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Florida Financial Advisors held 106,820 shares of Liberty Energy worth $3.08M as of Q1 2026.
  • Florida Financial Advisors bought 27 Liberty Energy shares in Q1 2026, an estimated $688.
  • Liberty Energy made up 0.74% of Florida Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Florida Financial Advisors first reported a position in Liberty Energy in Q3 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.