MassMutual Private Wealth & Trust
LBRT icon

MassMutual Private Wealth & Trust’s Liberty Energy LBRT Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$1.08K Buy
59
+53
+883% +$1.1K ﹤0.01% 2086
2026
Q2 		$157 Hold
6
– – ﹤0.01% 2374
2026
Q1 		$173 Buy
+6
New +$153 ﹤0.01% 2332
2025
Q2 		– Sell
-92
Closed -$1.46K – 2439
2025
Q1 		$1.46K Sell
92
-17
-16% -$305 ﹤0.01% 2016
2024
Q4 		$2.17K Sell
109
-17
-13% -$314 ﹤0.01% 1814
2024
Q3 		$2.4K Buy
126
+78
+163% +$1.61K ﹤0.01% 1606
2024
Q2 		$1K Hold
48
– – ﹤0.01% 1814
2024
Q1 		$995 Sell
48
-59
-55% -$1.17K ﹤0.01% 1698
2023
Q4 		$1.94K Buy
+107
New +$2.03K ﹤0.01% 1507

Other funds holding LBRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

MassMutual Private Wealth & Trust's LBRT Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Liberty Energy (LBRT) stake by 883% in Q3 2026, buying an estimated $1.1K and bringing the position to 59 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

MassMutual Private Wealth & Trust first reported a position in LBRT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.4K in Q3 2024. 261 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

  • MassMutual Private Wealth & Trust held 59 shares of Liberty Energy worth $1.08K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 53 Liberty Energy shares in Q3 2026, an estimated $1.1K.
  • Liberty Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2086 holding.
  • MassMutual Private Wealth & Trust first reported a position in Liberty Energy in Q4 2023 and has held it in 9 quarters since.
  • MassMutual Private Wealth & Trust's Liberty Energy position peaked at $2.4K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.