Focus Partners Wealth
LBRT icon

Focus Partners Wealth’s Liberty Energy LBRT Stock Holding History

Focus Partners Wealth’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
-8,677
Closed -$250K – 2879
2026
Q1 		$250K Sell
8,677
-100,211
-92% -$2.55M ﹤0.01% 2290
2025
Q4 		$1.4M Buy
108,888
+1,493
+1% +$24.9K ﹤0.01% 1481
2025
Q3 		$1.33M Buy
107,395
+24,687
+30% +$285K ﹤0.01% 1171
2025
Q2 		$949K Buy
82,708
+21,530
+35% +$261K ﹤0.01% 1166
2025
Q1 		$968K Sell
61,178
-25,329
-29% -$455K ﹤0.01% 1081
2024
Q4 		$1.72M Buy
86,507
+31,128
+56% +$576K ﹤0.01% 876
2024
Q3 		$1.06M Buy
+55,379
New +$1.14M ﹤0.01% 931

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

Focus Partners Wealth's LBRT Position: Q2 2026 in Review

Focus Partners Wealth sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 8,677 shares — an estimated $250K sold.

Focus Partners Wealth first reported a position in LBRT in Q3 2024 and held it in 7 quarters. The position peaked at $1.72M in Q4 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Focus Partners Wealth reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 8,677 Liberty Energy shares in Q2 2026, an estimated $250K.
  • Focus Partners Wealth first reported a position in Liberty Energy in Q3 2024 and held it in 7 quarters.
  • Focus Partners Wealth's Liberty Energy position peaked at $1.72M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.