JWA
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JFS Wealth Advisors’s Liberty Energy LBRT Stock Holding History

JFS Wealth Advisors’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 		$5.03K Buy
192
+35
+22% +$1.05K ﹤0.01% 1267
2026
Q1 		$4.52K Buy
157
+11
+8% +$280 ﹤0.01% 1228
2025
Q4 		$2.7K Buy
146
+109
+295% +$1.82K ﹤0.01% 1453
2025
Q3 		$457 Sell
37
-10
-21% -$116 ﹤0.01% 1775
2025
Q2 		$540 Sell
47
-28
-37% -$339 ﹤0.01% 1686
2025
Q1 		$1.19K Sell
75
-46
-38% -$826 ﹤0.01% 1614
2024
Q4 		$2.41K Sell
121
-21
-15% -$388 ﹤0.01% 1399
2024
Q3 		$2.71K Buy
142
+27
+23% +$557 ﹤0.01% 1363
2024
Q2 		$2.4K Buy
115
+25
+28% +$558 ﹤0.01% 1365
2024
Q1 		$1.86K Sell
90
-10
-10% -$198 ﹤0.01% 1471
2023
Q4 		$1.81K Buy
100
+11
+12% +$209 ﹤0.01% 1478
2023
Q3 		$1.65K Buy
89
+27
+44% +$445 ﹤0.01% 1437
2023
Q2 		$829 Buy
62
+10
+19% +$130 ﹤0.01% 1657
2023
Q1 		$667 Sell
52
-2
-4% -$30 ﹤0.01% 1675
2022
Q4 		$865 Buy
54
+3
+6% +$48 ﹤0.01% 1635
2022
Q3 		$1K Sell
51
-1
-2% -$14 ﹤0.01% 1578
2022
Q2 		$1K Buy
52
+18
+53% +$282 ﹤0.01% 1569
2022
Q1 		$1K Buy
34
+23
+209% +$294 ﹤0.01% 1672
2021
Q4 		$0 Buy
+11
New +$128 ﹤0.01% 1806

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's LBRT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Liberty Energy (LBRT) stake by 22% in Q2 2026, buying an estimated $1.05K and bringing the position to 192 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

JFS Wealth Advisors first reported a position in LBRT in Q4 2021 and has held it in 19 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • JFS Wealth Advisors held 192 shares of Liberty Energy worth $5.03K as of Q2 2026.
  • JFS Wealth Advisors bought 35 Liberty Energy shares in Q2 2026, an estimated $1.05K.
  • Liberty Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1267 holding.
  • JFS Wealth Advisors first reported a position in Liberty Energy in Q4 2021 and has held it in 19 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.