Medallion Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Medallion Wealth Advisors’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	$1.07K	Hold	41	–	–	﹤0.01%	1008
2026 Q1	$1.18K	Hold	41	–	–	﹤0.01%	1049
2025 Q4	$757	Hold	41	–	–	﹤0.01%	1063
2025 Q3	$506	Hold	41	–	–	﹤0.01%	1063
2025 Q2	$489	Hold	41	–	–	﹤0.01%	1051
2025 Q1	$650	Hold	41	–	–	﹤0.01%	1010
2024 Q4	$815	Buy	+41	New	+$758	﹤0.01%	946

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

Medallion Wealth Advisors's LBRT Position: Q2 2026 in Review

Medallion Wealth Advisors held its Liberty Energy (LBRT) position steady in Q2 2026 at 41 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Medallion Wealth Advisors first reported a position in LBRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18K in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Medallion Wealth Advisors held 41 shares of Liberty Energy worth $1.07K as of Q2 2026.
Medallion Wealth Advisors left its Liberty Energy share count unchanged in Q2 2026.
Liberty Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1008 holding.
Medallion Wealth Advisors first reported a position in Liberty Energy in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Liberty Energy position peaked at $1.18K in Q1 2026.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.