Mackenzie Financial
LBRT icon

Mackenzie Financial’s Liberty Energy LBRT Stock Holding History

Mackenzie 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 		$36.7M Buy
1,402,311
+909,868
+185% +$27.2M 0.04% 319
2026
Q1 		$14.2M Buy
+492,443
New +$12.6M 0.02% 472
2025
Q4 		– Sell
-23,668
Closed -$292K – 1755
2025
Q3 		$292K Sell
23,668
-2,835
-11% -$32.8K ﹤0.01% 1417
2025
Q2 		$304K Hold
26,503
– – ﹤0.01% 1394
2025
Q1 		$420K Sell
26,503
-2,206
-8% -$39.6K ﹤0.01% 1254
2024
Q4 		$571K Sell
28,709
-437
-1% -$8.08K ﹤0.01% 1111
2024
Q3 		$556K Buy
29,146
+31
+0.1% +$640 ﹤0.01% 993
2024
Q2 		$608K Sell
29,115
-1,213
-4% -$27.1K ﹤0.01% 972
2024
Q1 		$628K Sell
30,328
-373
-1% -$7.38K ﹤0.01% 977
2023
Q4 		$557K Buy
30,701
+4,830
+19% +$91.8K ﹤0.01% 970
2023
Q3 		$456K Buy
25,871
+8,471
+49% +$140K ﹤0.01% 1014
2023
Q2 		$239K Sell
17,400
-2,642
-13% -$34.2K ﹤0.01% 1262
2023
Q1 		$257K Sell
20,042
-2,139
-10% -$31.6K ﹤0.01% 1248
2022
Q4 		$355K Buy
+22,181
New +$353K ﹤0.01% 1038

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

Mackenzie Financial's LBRT Position: Q2 2026 in Review

Mackenzie Financial increased its Liberty Energy (LBRT) stake by 185% in Q2 2026, buying an estimated $27.2M and bringing the position to 1,402,311 shares worth $36.7M. The position accounts for 0.04% of the portfolio, ranked #319.

Mackenzie Financial first reported a position in LBRT in Q4 2022 and has held it in 14 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Mackenzie Financial held 1,402,311 shares of Liberty Energy worth $36.7M as of Q2 2026.
  • Mackenzie Financial bought 909,868 Liberty Energy shares in Q2 2026, an estimated $27.2M.
  • Liberty Energy made up 0.04% of Mackenzie Financial's portfolio in Q2 2026, its #319 holding.
  • Mackenzie Financial first reported a position in Liberty Energy in Q4 2022 and has held it in 14 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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