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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
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

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
BWM
Bosman Wealth Management Redlands, California $161M AUM 115.22% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

MassMutual Private Wealth & Trust's LBRT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Liberty Energy (LBRT) position steady in Q2 2026 at 6 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

MassMutual Private Wealth & Trust first reported a position in LBRT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.4K in Q3 2024. 101 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 6 shares of Liberty Energy worth $157 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2374 holding.
  • MassMutual Private Wealth & Trust first reported a position in Liberty Energy in Q4 2023 and has held it in 8 quarters since.
  • MassMutual Private Wealth & Trust's Liberty Energy position peaked at $2.4K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.