GoalVest Advisory’s Liberty Energy LBRT Stock Holding History

GoalVest Advisory’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	$16.2K	Hold	620	–	–	﹤0.01%	322
2026 Q1	$17.9K	Hold	620	–	–	﹤0.01%	338
2025 Q4	$11.4K	Hold	620	–	–	﹤0.01%	407
2025 Q3	$7.65K	Buy	+620	New	+$7.17K	﹤0.01%	344

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 $3.37T AUM 44.26% 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

GoalVest Advisory's LBRT Position: Q2 2026 in Review

GoalVest Advisory held its Liberty Energy (LBRT) position steady in Q2 2026 at 620 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

GoalVest Advisory first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.9K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

GoalVest Advisory held 620 shares of Liberty Energy worth $16.2K as of Q2 2026.
GoalVest Advisory left its Liberty Energy share count unchanged in Q2 2026.
Liberty Energy made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #322 holding.
GoalVest Advisory first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
GoalVest Advisory's Liberty Energy position peaked at $17.9K in Q1 2026.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.