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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 		$655K Buy
+25,000
New +$748K ﹤0.01% 1158
2025
Q4 		– Sell
-45,000
Closed -$555K – 1967
2025
Q3 		$555K Buy
+45,000
New +$520K ﹤0.01% 1054

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

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.