Jones Financial Companies
LBRT icon

Jones Financial Companies’s Liberty Energy LBRT Stock Holding History

Jones Financial Companies’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 		$1.06M Buy
39,628
+11,090
+39% +$332K ﹤0.01% 1864
2026
Q1 		$829K Buy
28,538
+24,028
+533% +$613K ﹤0.01% 1799
2025
Q4 		$83.3K Buy
4,510
+177
+4% +$2.96K ﹤0.01% 2285
2025
Q3 		$55.2K Hold
4,333
– – ﹤0.01% 2335
2025
Q2 		$50.3K Buy
4,333
+4,231
+4,148% +$51.2K ﹤0.01% 2223
2025
Q1 		$1.61K Buy
102
+47
+85% +$844 ﹤0.01% 3296
2024
Q4 		$1.09K Buy
+55
New +$1.02K ﹤0.01% 3117

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

Jones Financial Companies's LBRT Position: Q2 2026 in Review

Jones Financial Companies increased its Liberty Energy (LBRT) stake by 39% in Q2 2026, buying an estimated $332K and bringing the position to 39,628 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Jones Financial Companies first reported a position in LBRT in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Jones Financial Companies held 39,628 shares of Liberty Energy worth $1.06M as of Q2 2026.
  • Jones Financial Companies bought 11,090 Liberty Energy shares in Q2 2026, an estimated $332K.
  • Liberty Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1864 holding.
  • Jones Financial Companies first reported a position in Liberty Energy in Q4 2024 and has held it in 7 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.