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Kingsview Wealth Management’s Liberty Energy LBRT Stock Holding History

Kingsview Wealth Management’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 		$3.24M Buy
+123,670
New +$3.7M 0.04% 443
2024
Q2 		– Sell
-99,891
Closed -$2.07M – 1088
2024
Q1 		$2.07M Buy
+99,891
New +$1.98M 0.05% 333
2023
Q2 		– Sell
-31,138
Closed -$399K – 951
2023
Q1 		$399K Buy
31,138
+16,568
+114% +$245K 0.02% 638
2022
Q4 		$233K Buy
+14,570
New +$232K 0.01% 747

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

Kingsview Wealth Management's LBRT Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Liberty Energy (LBRT) in Q2 2026: 123,670 shares worth $3.24M. The stake represents 0.04% of the portfolio and ranks #443 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in LBRT as recently as Q1 2024.

Kingsview Wealth Management first reported a position in LBRT in Q4 2022 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Kingsview Wealth Management held 123,670 shares of Liberty Energy worth $3.24M as of Q2 2026.
  • Liberty Energy was a new Kingsview Wealth Management position in Q2 2026.
  • Liberty Energy made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Kingsview Wealth Management first reported a position in Liberty Energy in Q4 2022 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.