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Larson Financial Group’s Liberty Energy LBRT Stock Holding History

Larson Financial Group’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 		$18.6K Buy
712
+311
+78% +$9.3K ﹤0.01% 2048
2026
Q1 		$11.5K Sell
401
-388
-49% -$9.89K ﹤0.01% 2151
2025
Q4 		$14.6K Buy
789
+779
+7,790% +$13K ﹤0.01% 1906
2025
Q3 		$123 Sell
10
-350
-97% -$4.05K ﹤0.01% 3306
2025
Q2 		$4.13K Buy
360
+120
+50% +$1.45K ﹤0.01% 2149
2025
Q1 		$3.8K Buy
240
+211
+728% +$3.79K ﹤0.01% 1958
2024
Q4 		$577 Hold
29
– – ﹤0.01% 2165
2024
Q3 		$554 Hold
29
– – ﹤0.01% 2101
2024
Q2 		$606 Buy
+29
New +$647 ﹤0.01% 1803

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

Larson Financial Group's LBRT Position: Q2 2026 in Review

Larson Financial Group increased its Liberty Energy (LBRT) stake by 78% in Q2 2026, buying an estimated $9.3K and bringing the position to 712 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Larson Financial Group first reported a position in LBRT in Q2 2024 and has held it in 9 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Larson Financial Group held 712 shares of Liberty Energy worth $18.6K as of Q2 2026.
  • Larson Financial Group bought 311 Liberty Energy shares in Q2 2026, an estimated $9.3K.
  • Liberty Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2048 holding.
  • Larson Financial Group first reported a position in Liberty Energy in Q2 2024 and has held it in 9 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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