MCM
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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
2025
Q4 		– Hold
0
– -$185K – 4427
2025
Q3 		– Hold
0
– – – 1301
2025
Q2 		– Hold
0
– -$309K – 4010
2025
Q1 		– Hold
0
– – – 969
2024
Q4 		– Sell
-19,500
Closed -$361K – 924
2024
Q3 		$372K Buy
+19,500
New +$403K ﹤0.01% 815

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 $3.38T AUM 44.17% 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

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. 406 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.
  • 406 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.