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Fort Sheridan Advisors’s Liberty Energy LBRT Stock Holding History

Fort Sheridan 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
Q3 		– Sell
-22,855
Closed -$262K – 272
2025
Q2 		$262K Sell
22,855
-1,835
-7% -$22.2K 0.04% 217
2025
Q1 		$391K Buy
24,690
+15
+0.1% +$269 0.06% 177
2024
Q4 		$491K Sell
24,675
-12,037
-33% -$223K 0.07% 158
2024
Q3 		$701K Buy
36,712
+1,786
+5% +$36.9K 0.11% 123
2024
Q2 		$730K Buy
+34,926
New +$779K 0.12% 114

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fort Sheridan Advisors's LBRT Position: Q3 2025 in Review

Fort Sheridan Advisors sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 22,855 shares — an estimated $262K sold.

Fort Sheridan Advisors first reported a position in LBRT in Q2 2024 and held it in 5 quarters. The position peaked at $730K in Q2 2024. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Fort Sheridan Advisors reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • Fort Sheridan Advisors sold 22,855 Liberty Energy shares in Q3 2025, an estimated $262K.
  • Fort Sheridan Advisors first reported a position in Liberty Energy in Q2 2024 and held it in 5 quarters.
  • Fort Sheridan Advisors's Liberty Energy position peaked at $730K in Q2 2024.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Fort Sheridan Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.