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Founders Financial Securities’s Liberty Energy LBRT Stock Holding History

Founders Financial Securities’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 		$2.88M Sell
110,000
-13,172
-11% -$394K 0.15% 141
2026
Q1 		$3.35M Hold
123,172
– – 0.19% 101
2025
Q4 		$2.27M Buy
+123,172
New +$2.06M 0.13% 149

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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

Founders Financial Securities's LBRT Position: Q2 2026 in Review

Founders Financial Securities reduced its Liberty Energy (LBRT) stake by 11% in Q2 2026, selling an estimated $394K and leaving 110,000 shares worth $2.88M. The position accounts for 0.15% of the portfolio, ranked #141.

Founders Financial Securities first reported a position in LBRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.35M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Founders Financial Securities held 110,000 shares of Liberty Energy worth $2.88M as of Q2 2026.
  • Founders Financial Securities sold 13,172 Liberty Energy shares in Q2 2026, an estimated $394K.
  • Liberty Energy made up 0.15% of Founders Financial Securities's portfolio in Q2 2026, its #141 holding.
  • Founders Financial Securities first reported a position in Liberty Energy in Q4 2025 and has held it in 3 quarters since.
  • Founders Financial Securities's Liberty Energy position peaked at $3.35M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.