Janney Montgomery Scott
LBRT icon

Janney Montgomery Scott’s Liberty Energy LBRT Stock Holding History

Janney Montgomery Scott’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
2025
Q2 		– Sell
-16,127
Closed -$255K – 2774
2025
Q1 		$255K Buy
16,127
+503
+3% +$9.03K ﹤0.01% 2394
2024
Q4 		$311K Buy
+15,624
New +$289K ﹤0.01% 2287
2024
Q2 		– Sell
-17,555
Closed -$364K – 2728
2024
Q1 		$364K Buy
17,555
+931
+6% +$18.4K ﹤0.01% 2211
2023
Q4 		$302K Sell
16,624
-16,449
-50% -$313K ﹤0.01% 2214
2023
Q3 		$613K Sell
33,073
-21,240
-39% -$350K ﹤0.01% 1628
2023
Q2 		$726K Sell
54,313
-28,210
-34% -$366K ﹤0.01% 1615
2023
Q1 		$1.06M Buy
82,523
+35,922
+77% +$531K ﹤0.01% 1283
2022
Q4 		$746K Sell
46,601
-4,298
-8% -$68.4K ﹤0.01% 1527
2022
Q3 		$645K Buy
+50,899
New +$687K ﹤0.01% 1534
2022
Q2 		– Sell
-56,341
Closed -$835K – 2392
2022
Q1 		$835K Buy
+56,341
New +$721K ﹤0.01% 1352

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Janney Montgomery Scott's LBRT Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 16,127 shares — an estimated $255K sold.

Janney Montgomery Scott first reported a position in LBRT in Q1 2022 and held it in 10 quarters. The position peaked at $1.06M in Q1 2023. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 16,127 Liberty Energy shares in Q2 2025, an estimated $255K.
  • Janney Montgomery Scott first reported a position in Liberty Energy in Q1 2022 and held it in 10 quarters.
  • Janney Montgomery Scott's Liberty Energy position peaked at $1.06M in Q1 2023.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.