MAI Capital Management’s Liberty Energy LBRT Stock Holding History

MAI Capital Management’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	$953K	Buy	36,374 +48	+0.1%	+$1.44K	﹤0.01%	998
2026 Q1	$1.05M	Sell	36,326 -2,744	-7%	-$69.9K	0.01%	755
2025 Q4	$721K	Buy	39,070 +503	+1%	+$8.4K	﹤0.01%	848
2025 Q3	$476K	Sell	38,567 -96	-0.2%	-$1.11K	﹤0.01%	930
2025 Q2	$444K	Buy	38,663 +96	+0.2%	+$1.16K	﹤0.01%	893
2025 Q1	$611K	Hold	38,567	–	–	﹤0.01%	760
2024 Q4	$767K	Sell	38,567 -44	-0.1%	-$814	0.01%	719
2024 Q3	$737K	Buy	+38,611	New	+$797K	0.01%	642

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

MAI Capital Management's LBRT Position: Q2 2026 in Review

MAI Capital Management increased its Liberty Energy (LBRT) stake by 0.13% in Q2 2026, buying an estimated $1.44K and bringing the position to 36,374 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

MAI Capital Management first reported a position in LBRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

MAI Capital Management held 36,374 shares of Liberty Energy worth $953K as of Q2 2026.
MAI Capital Management bought 48 Liberty Energy shares in Q2 2026, an estimated $1.44K.
Liberty Energy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #998 holding.
MAI Capital Management first reported a position in Liberty Energy in Q3 2024 and has held it in 8 quarters since.
MAI Capital Management's Liberty Energy position peaked at $1.05M in Q1 2026.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.