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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jefferies Financial Group's LBRT Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Liberty Energy (LBRT) in Q1 2026: 83,772 shares worth $2.41M. The stake represents 0.02% of the portfolio and ranks #565 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in LBRT as recently as Q3 2025.

Jefferies Financial Group first reported a position in LBRT in Q1 2023 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Jefferies Financial Group held 83,772 shares of Liberty Energy worth $2.41M as of Q1 2026.
  • Liberty Energy was a new Jefferies Financial Group position in Q1 2026.
  • Liberty Energy made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #565 holding.
  • Jefferies Financial Group first reported a position in Liberty Energy in Q1 2023 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.