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Mendota Financial Group’s Liberty Energy LBRT Stock Holding History

Mendota Financial 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
2025
Q1 		– Sell
-4,982
Closed -$99.1K – 249
2024
Q4 		$99.1K Sell
4,982
-2,068
-29% -$38.2K 0.06% 104
2024
Q3 		$135K Buy
7,050
+8
+0.1% +$165 0.06% 96
2024
Q2 		$147K Hold
7,042
– – 0.08% 83
2024
Q1 		$146K Buy
+7,042
New +$139K 0.09% 86

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mendota Financial Group's LBRT Position: Q1 2025 in Review

Mendota Financial Group sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 4,982 shares — an estimated $99.1K sold.

Mendota Financial Group first reported a position in LBRT in Q1 2024 and held it in 4 quarters. The position peaked at $147K in Q2 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Mendota Financial Group reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 4,982 Liberty Energy shares in Q1 2025, an estimated $99.1K.
  • Mendota Financial Group first reported a position in Liberty Energy in Q1 2024 and held it in 4 quarters.
  • Mendota Financial Group's Liberty Energy position peaked at $147K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.