FourThought Financial Partners’s Liberty Energy LBRT Stock Holding History

FourThought Financial Partners’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	-9,806	Closed	-$282K	–	417
2026 Q1	$282K	Buy	+9,806	New	+$250K	0.02%	278
2025 Q4	–	Sell	-11,827	Closed	-$146K	–	569
2025 Q3	$146K	Buy	+11,827	New	+$137K	0.01%	495
2025 Q2	–	Sell	-12,916	Closed	-$204K	–	323
2025 Q1	$204K	Buy	+12,916	New	+$232K	0.02%	305

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

FourThought Financial Partners's LBRT Position: Q2 2026 in Review

FourThought Financial Partners sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 9,806 shares — an estimated $282K sold.

FourThought Financial Partners first reported a position in LBRT in Q1 2025 and held it in 3 quarters. The position peaked at $282K in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

FourThought Financial Partners reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
FourThought Financial Partners sold 9,806 Liberty Energy shares in Q2 2026, an estimated $282K.
FourThought Financial Partners first reported a position in Liberty Energy in Q1 2025 and held it in 3 quarters.
FourThought Financial Partners's Liberty Energy position peaked at $282K in Q1 2026.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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