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Kelleher Financial Advisors’s Liberty Energy LBRT Stock Holding History

Kelleher Financial 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 		$62.2K Sell
2,377
-54
-2% -$1.61K 0.01% 425
2026
Q1 		$27.9K Buy
2,431
+54
+2% +$1.38K 0.01% 445
2025
Q4 		$43.9K Hold
2,377
– – 0.01% 418
2025
Q3 		$29.3K Buy
+2,377
New +$27.5K 0.01% 392

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

Kelleher Financial Advisors's LBRT Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Liberty Energy (LBRT) stake by 2.2% in Q2 2026, selling an estimated $1.61K and leaving 2,377 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #425.

Kelleher Financial Advisors first reported a position in LBRT in Q3 2025 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Kelleher Financial Advisors held 2,377 shares of Liberty Energy worth $62.2K as of Q2 2026.
  • Kelleher Financial Advisors sold 54 Liberty Energy shares in Q2 2026, an estimated $1.61K.
  • Liberty Energy made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #425 holding.
  • Kelleher Financial Advisors first reported a position in Liberty Energy in Q3 2025 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.