Harbour Investments’s Liberty Energy LBRT Stock Holding History

Harbour Investments’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	$6.94K	Buy	265 +60	+29%	+$1.79K	﹤0.01%	3538
2026 Q1	$5.9K	Sell	205 -410	-67%	-$10.5K	﹤0.01%	3516
2025 Q4	$11.4K	Hold	615	–	–	﹤0.01%	2682
2025 Q3	$7.59K	Buy	615 +426	+225%	+$4.93K	﹤0.01%	2812
2025 Q2	$2.17K	Hold	189	–	–	﹤0.01%	3108
2025 Q1	$2.99K	Hold	189	–	–	﹤0.01%	2982
2024 Q4	$3.76K	Hold	189	–	–	﹤0.01%	2835
2024 Q3	$3.61K	Buy	+189	New	+$3.9K	﹤0.01%	2736
2023 Q3	–	Sell	-43	Closed	-$575	–	3055
2023 Q2	$575	Sell	43 -3	-7%	-$39	﹤0.01%	2797
2023 Q1	$589	Buy	+46	New	+$681	﹤0.01%	2782

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

Harbour Investments's LBRT Position: Q2 2026 in Review

Harbour Investments increased its Liberty Energy (LBRT) stake by 29% in Q2 2026, buying an estimated $1.79K and bringing the position to 265 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Harbour Investments first reported a position in LBRT in Q1 2023 and has held it in 10 quarters since. The position peaked at $11.4K in Q4 2025. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Harbour Investments held 265 shares of Liberty Energy worth $6.94K as of Q2 2026.
Harbour Investments bought 60 Liberty Energy shares in Q2 2026, an estimated $1.79K.
Liberty Energy made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3538 holding.
Harbour Investments first reported a position in Liberty Energy in Q1 2023 and has held it in 10 quarters since.
Harbour Investments's Liberty Energy position peaked at $11.4K in Q4 2025.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.