IEQ Capital’s Liberty Energy LBRT Stock Holding History

IEQ Capital’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	–	Sell	-87,028	Closed	-$2.51M	–	2111
2026 Q1	$2.51M	Buy	87,028 +13,313	+18%	+$339K	0.01%	688
2025 Q4	$1.36M	Sell	73,715 -13,641	-16%	-$228K	﹤0.01%	919
2025 Q3	$1.08M	Sell	87,356 -50,167	-36%	-$580K	﹤0.01%	981
2025 Q2	$1.58M	Buy	+137,523	New	+$1.67M	0.01%	716
2025 Q1	–	Sell	-20,685	Closed	-$411K	–	1680
2024 Q4	$411K	Buy	+20,685	New	+$383K	﹤0.01%	913

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

IEQ Capital's LBRT Position: Q2 2026 in Review

IEQ Capital sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 87,028 shares — an estimated $2.51M sold.

IEQ Capital first reported a position in LBRT in Q4 2024 and held it in 5 quarters. The position peaked at $2.51M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

IEQ Capital reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 87,028 Liberty Energy shares in Q2 2026, an estimated $2.51M.
IEQ Capital first reported a position in Liberty Energy in Q4 2024 and held it in 5 quarters.
IEQ Capital's Liberty Energy position peaked at $2.51M in Q1 2026.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.