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Integrated Wealth Concepts’s Liberty Energy LBRT Stock Holding History

Integrated Wealth Concepts’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
-30,478
Closed -$878K – 2488
2026
Q1 		$878K Buy
+30,478
New +$777K 0.01% 1195
2025
Q4 		– Sell
-35,388
Closed -$437K – 1872
2025
Q3 		$437K Sell
35,388
-25,681
-42% -$297K ﹤0.01% 1428
2025
Q2 		$701K Buy
61,069
+3,287
+6% +$39.8K 0.01% 1096
2025
Q1 		$915K Buy
57,782
+36,279
+169% +$651K 0.01% 870
2024
Q4 		$428K Buy
+21,503
New +$398K 0.01% 1198

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's LBRT Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 30,478 shares — an estimated $878K sold.

Integrated Wealth Concepts first reported a position in LBRT in Q4 2024 and held it in 5 quarters. The position peaked at $915K in Q1 2025. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 30,478 Liberty Energy shares in Q2 2026, an estimated $878K.
  • Integrated Wealth Concepts first reported a position in Liberty Energy in Q4 2024 and held it in 5 quarters.
  • Integrated Wealth Concepts's Liberty Energy position peaked at $915K in Q1 2025.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.