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Kestra Advisory Services’s Liberty Energy LBRT Stock Holding History

Kestra Advisory Services’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 		– Sell
-7,846
Closed -$226K – 3319
2026
Q1 		$226K Sell
7,846
-11,506
-59% -$293K ﹤0.01% 2854
2025
Q4 		$357K Sell
19,352
-4,659
-19% -$77.8K ﹤0.01% 2393
2025
Q3 		$296K Buy
24,011
+3,200
+15% +$37K ﹤0.01% 2457
2025
Q2 		$239K Buy
20,811
+8,935
+75% +$108K ﹤0.01% 2539
2025
Q1 		$188K Buy
+11,876
New +$213K ﹤0.01% 2489
2024
Q4 		– Sell
-10,700
Closed -$204K – 2750
2024
Q3 		$204K Sell
10,700
-303
-3% -$6.25K ﹤0.01% 2359
2024
Q2 		$230K Buy
11,003
+1
+0% +$22 ﹤0.01% 2302
2024
Q1 		$228K Buy
11,002
+501
+5% +$9.91K ﹤0.01% 2190
2023
Q4 		$190K Buy
10,501
+501
+5% +$9.52K ﹤0.01% 2117
2023
Q3 		$185K Sell
10,000
-1,700
-15% -$28K ﹤0.01% 1936
2023
Q2 		$156K Buy
11,700
+300
+3% +$3.89K ﹤0.01% 1949
2023
Q1 		$146K Sell
11,400
-749
-6% -$11.1K ﹤0.01% 1906
2022
Q4 		$195K Buy
+12,149
New +$193K ﹤0.01% 2037

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

Kestra Advisory Services's LBRT Position: Q2 2026 in Review

Kestra Advisory Services sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 7,846 shares — an estimated $226K sold.

Kestra Advisory Services first reported a position in LBRT in Q4 2022 and held it in 13 quarters. The position peaked at $357K in Q4 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Kestra Advisory Services reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,846 Liberty Energy shares in Q2 2026, an estimated $226K.
  • Kestra Advisory Services first reported a position in Liberty Energy in Q4 2022 and held it in 13 quarters.
  • Kestra Advisory Services's Liberty Energy position peaked at $357K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.