Mather Group’s Liberty Energy LBRT Stock Holding History

Mather Group’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	$2.17K	Buy	+119	New	+$2.46K	﹤0.01%	2028

Other funds holding LBRT

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mather Group's LBRT Position: Q3 2026 in Review

Mather Group opened a new position in Liberty Energy (LBRT) in Q3 2026: 119 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings.

15 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

Mather Group held 119 shares of Liberty Energy worth $2.17K as of Q3 2026.
Liberty Energy was a new Mather Group position in Q3 2026.
Liberty Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2028 holding.
15 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.