HIA
LBRT icon

HFM Investment Advisors’s Liberty Energy LBRT Stock Holding History

HFM Investment 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
2026
Q2 		$812 Buy
31
+17
+121% +$508 ﹤0.01% 809
2026
Q1 		$403 Hold
14
– – ﹤0.01% 758
2025
Q4 		$259 Buy
+14
New +$234 ﹤0.01% 943
2025
Q3 		– Sell
-4
Closed -$46 – 1295
2025
Q2 		$46 Buy
4
+1
+33% +$12 ﹤0.01% 1226
2025
Q1 		$48 Buy
+3
New +$54 ﹤0.01% 1056

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

HFM Investment Advisors's LBRT Position: Q2 2026 in Review

HFM Investment Advisors increased its Liberty Energy (LBRT) stake by 121% in Q2 2026, buying an estimated $508 and bringing the position to 31 shares worth $812. The position accounts for ﹤0.01% of the portfolio, ranked #809.

HFM Investment Advisors first reported a position in LBRT in Q1 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • HFM Investment Advisors held 31 shares of Liberty Energy worth $812 as of Q2 2026.
  • HFM Investment Advisors bought 17 Liberty Energy shares in Q2 2026, an estimated $508.
  • Liberty Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #809 holding.
  • HFM Investment Advisors first reported a position in Liberty Energy in Q1 2025 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.