LPL Financial
LBRT icon

LPL Financial’s Liberty Energy LBRT Stock Holding History

LPL Financial’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 		$3.76M Sell
143,571
-15,639
-10% -$468K ﹤0.01% 3067
2026
Q1 		$4.59M Sell
159,210
-15,060
-9% -$384K ﹤0.01% 2703
2025
Q4 		$3.22M Buy
174,270
+64,759
+59% +$1.08M ﹤0.01% 2939
2025
Q3 		$1.35M Buy
109,511
+25,770
+31% +$298K ﹤0.01% 3706
2025
Q2 		$961K Buy
83,741
+35,054
+72% +$425K ﹤0.01% 3795
2025
Q1 		$771K Buy
48,687
+33,899
+229% +$609K ﹤0.01% 3774
2024
Q4 		$294K Buy
14,788
+3,887
+36% +$71.9K ﹤0.01% 4543
2024
Q3 		$208K Sell
10,901
-2,194
-17% -$45.3K ﹤0.01% 4699
2024
Q2 		$274K Sell
13,095
-7,870
-38% -$176K ﹤0.01% 4352
2024
Q1 		$434K Sell
20,965
-3,282
-14% -$64.9K ﹤0.01% 3897
2023
Q4 		$440K Buy
+24,247
New +$461K ﹤0.01% 3766
2019
Q3 		– Sell
-26,791
Closed -$433K – 3342
2019
Q2 		$433K Sell
26,791
-46
-0.2% -$705 ﹤0.01% 2381
2019
Q1 		$413K Buy
26,837
+6,143
+30% +$94.1K ﹤0.01% 2375
2018
Q4 		$268K Sell
20,694
-318
-2% -$5.77K ﹤0.01% 2559
2018
Q3 		$453K Buy
21,012
+905
+5% +$17.5K ﹤0.01% 2314
2018
Q2 		$376K Buy
20,107
+1,727
+9% +$33.9K ﹤0.01% 2439
2018
Q1 		$310K Buy
+18,380
New +$362K ﹤0.01% 2578

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

LPL Financial's LBRT Position: Q2 2026 in Review

LPL Financial reduced its Liberty Energy (LBRT) stake by 9.8% in Q2 2026, selling an estimated $468K and leaving 143,571 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

LPL Financial first reported a position in LBRT in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.59M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • LPL Financial held 143,571 shares of Liberty Energy worth $3.76M as of Q2 2026.
  • LPL Financial sold 15,639 Liberty Energy shares in Q2 2026, an estimated $468K.
  • Liberty Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3067 holding.
  • LPL Financial first reported a position in Liberty Energy in Q1 2018 and has held it in 17 quarters since.
  • LPL Financial's Liberty Energy position peaked at $4.59M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.