LI
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LRI Investments’s Liberty Energy LBRT Stock Holding History

LRI Investments’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 		$367 Buy
+14
New +$419 ﹤0.01% 1609

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

LRI Investments's LBRT Position: Q2 2026 in Review

LRI Investments opened a new position in Liberty Energy (LBRT) in Q2 2026: 14 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings.

406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • LRI Investments held 14 shares of Liberty Energy worth $367 as of Q2 2026.
  • Liberty Energy was a new LRI Investments position in Q2 2026.
  • Liberty Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1609 holding.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.