IFP Advisors’s Liberty Energy LBRT Stock Holding History

IFP 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	$52	Sell	2 -25	-93%	-$748	﹤0.01%	5018
2026 Q1	$778	Sell	27 -1	-4%	-$25	﹤0.01%	4298
2025 Q4	$517	Sell	28 -247	-90%	-$4.13K	﹤0.01%	4279
2025 Q3	$3.39K	Sell	275 -167	-38%	-$1.93K	﹤0.01%	3459
2025 Q2	$5.08K	Buy	442 +150	+51%	+$1.82K	﹤0.01%	3372
2025 Q1	$4.62K	Sell	292 -83	-22%	-$1.49K	﹤0.01%	2870
2024 Q4	$7.46K	Buy	375 +205	+121%	+$3.79K	﹤0.01%	2654
2024 Q3	$3.25K	Hold	170	–	–	﹤0.01%	2793
2024 Q2	$3.55K	Hold	170	–	–	﹤0.01%	2672
2024 Q1	$3.52K	Hold	170	–	–	﹤0.01%	2550
2023 Q4	$3.08K	Hold	170	–	–	﹤0.01%	2562
2023 Q3	$3.15K	Hold	170	–	–	﹤0.01%	2682
2023 Q2	$2.27K	Hold	170	–	–	﹤0.01%	2836
2023 Q1	$3.41K	Sell	170 -123	-42%	-$1.82K	﹤0.01%	2713
2022 Q4	$6K	Buy	+293	New	+$4.66K	﹤0.01%	3702

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

IFP Advisors's LBRT Position: Q2 2026 in Review

IFP Advisors reduced its Liberty Energy (LBRT) stake by 93% in Q2 2026, selling an estimated $748 and leaving 2 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #5018.

IFP Advisors first reported a position in LBRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.46K in Q4 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

IFP Advisors held 2 shares of Liberty Energy worth $52 as of Q2 2026.
IFP Advisors sold 25 Liberty Energy shares in Q2 2026, an estimated $748.
Liberty Energy made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5018 holding.
IFP Advisors first reported a position in Liberty Energy in Q4 2022 and has held it in 15 quarters since.
IFP Advisors's Liberty Energy position peaked at $7.46K in Q4 2024.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.