Jefferies Financial Group’s Liberty Energy LBRT Stock Holding History

Jefferies Financial Group’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	$2.48M	Buy	94,610 +10,838	+13%	+$324K	0.02%	617
2026 Q1	$2.41M	Buy	+83,772	New	+$2.14M	0.02%	565
2025 Q4	–	Sell	-14,500	Closed	-$179K	–	1968
2025 Q3	$179K	Buy	+14,500	New	+$168K	﹤0.01%	1294
2025 Q2	–	Sell	-27,299	Closed	-$432K	–	1596
2025 Q1	$432K	Buy	+27,299	New	+$490K	﹤0.01%	1090
2023 Q4	–	Sell	-15,590	Closed	-$289K	–	1861
2023 Q3	$289K	Buy	15,590 +3,438	+28%	+$56.7K	﹤0.01%	1235
2023 Q2	$162K	Buy	12,152 +163	+1%	+$2.11K	﹤0.01%	1466
2023 Q1	$154K	Buy	+11,989	New	+$177K	﹤0.01%	1389

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's LBRT Position: Q2 2026 in Review

Jefferies Financial Group increased its Liberty Energy (LBRT) stake by 13% in Q2 2026, buying an estimated $324K and bringing the position to 94,610 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #617.

Jefferies Financial Group first reported a position in LBRT in Q1 2023 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Jefferies Financial Group held 94,610 shares of Liberty Energy worth $2.48M as of Q2 2026.
Jefferies Financial Group bought 10,838 Liberty Energy shares in Q2 2026, an estimated $324K.
Liberty Energy made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #617 holding.
Jefferies Financial Group first reported a position in Liberty Energy in Q1 2023 and has held it in 7 quarters since.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.