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Global Financial Private Client’s Liberty Energy LBRT Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-22
Closed -$348 – 971
2025
Q1 		$348 Buy
22
+12
+120% +$215 ﹤0.01% 1398
2024
Q4 		$199 Buy
+10
New +$185 ﹤0.01% 1271

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Financial Private Client's LBRT Position: Q2 2025 in Review

Global Financial Private Client sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 22 shares — an estimated $348 sold.

Global Financial Private Client first reported a position in LBRT in Q4 2024 and held it in 2 quarters. The position peaked at $348 in Q1 2025. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Global Financial Private Client reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 22 Liberty Energy shares in Q2 2025, an estimated $348.
  • Global Financial Private Client first reported a position in Liberty Energy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Liberty Energy position peaked at $348 in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.