LC
LBRT icon

Lindbrook Capital’s Liberty Energy LBRT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$30.2K Sell
1,907
-1,356
-42% -$24.3K ﹤0.01% 1183
2024
Q4 		$64.9K Sell
3,263
-60
-2% -$1.11K 0.01% 707
2024
Q3 		$63.4K Sell
3,323
-203
-6% -$4.19K 0.01% 717
2024
Q2 		$73.7K Buy
3,526
+133
+4% +$2.97K 0.01% 639
2024
Q1 		$70.3K Buy
3,393
+1,199
+55% +$23.7K 0.01% 656
2023
Q4 		$39.8K Buy
2,194
+262
+14% +$4.98K ﹤0.01% 841
2023
Q3 		$35.8K Sell
1,932
-36
-2% -$593 ﹤0.01% 807
2023
Q2 		$26.3K Sell
1,968
-18
-0.9% -$233 ﹤0.01% 957
2023
Q1 		$25.4K Buy
1,986
+396
+25% +$5.86K ﹤0.01% 958
2022
Q4 		$25.5K Buy
1,590
+1,511
+1,913% +$24K ﹤0.01% 951
2022
Q3 		$1K Buy
79
+62
+365% +$837 ﹤0.01% 2386
2022
Q2 		$0 Buy
+17
New +$267 ﹤0.01% 2631

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's LBRT Position: Q1 2025 in Review

Lindbrook Capital reduced its Liberty Energy (LBRT) stake by 42% in Q1 2025, selling an estimated $24.3K and leaving 1,907 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Lindbrook Capital first reported a position in LBRT in Q2 2022 and has held it in 12 quarters since. The position peaked at $73.7K in Q2 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Lindbrook Capital held 1,907 shares of Liberty Energy worth $30.2K as of Q1 2025.
  • Lindbrook Capital sold 1,356 Liberty Energy shares in Q1 2025, an estimated $24.3K.
  • Liberty Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1183 holding.
  • Lindbrook Capital first reported a position in Liberty Energy in Q2 2022 and has held it in 12 quarters since.
  • Lindbrook Capital's Liberty Energy position peaked at $73.7K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.