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Great Lakes Advisors’s Liberty Energy LBRT Stock Holding History

Great Lakes 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
Q2 		– Sell
-104,149
Closed -$1.65M – 851
2025
Q1 		$1.65M Sell
104,149
-21,775
-17% -$391K 0.01% 472
2024
Q4 		$2.5M Sell
125,924
-2,001
-2% -$37K 0.02% 451
2024
Q3 		$2.44M Sell
127,925
-5,028
-4% -$104K 0.02% 452
2024
Q2 		$2.78M Sell
132,953
-8,760
-6% -$195K 0.02% 430
2024
Q1 		$2.94M Sell
141,713
-13,508
-9% -$267K 0.02% 419
2023
Q4 		$2.82M Sell
155,221
-63,886
-29% -$1.21M 0.03% 416
2023
Q3 		$4.06M Buy
219,107
+181,367
+481% +$2.99M 0.04% 350
2023
Q2 		$505K Buy
+37,740
New +$489K 0.01% 600

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Great Lakes Advisors's LBRT Position: Q2 2025 in Review

Great Lakes Advisors sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 104,149 shares — an estimated $1.65M sold.

Great Lakes Advisors first reported a position in LBRT in Q2 2023 and held it in 8 quarters. The position peaked at $4.06M in Q3 2023. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Great Lakes Advisors reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 104,149 Liberty Energy shares in Q2 2025, an estimated $1.65M.
  • Great Lakes Advisors first reported a position in Liberty Energy in Q2 2023 and held it in 8 quarters.
  • Great Lakes Advisors's Liberty Energy position peaked at $4.06M in Q3 2023.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Great Lakes Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.