MFG
LBRT icon

Merit Financial Group’s Liberty Energy LBRT Stock Holding History

Merit 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
2026
Q2 		$212K Sell
8,102
-245
-3% -$7.33K ﹤0.01% 2075
2026
Q1 		$240K Buy
+8,347
New +$213K ﹤0.01% 1793

Other funds holding LBRT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group's LBRT Position: Q2 2026 in Review

Merit Financial Group reduced its Liberty Energy (LBRT) stake by 2.9% in Q2 2026, selling an estimated $7.33K and leaving 8,102 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Merit Financial Group first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 43 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Merit Financial Group held 8,102 shares of Liberty Energy worth $212K as of Q2 2026.
  • Merit Financial Group sold 245 Liberty Energy shares in Q2 2026, an estimated $7.33K.
  • Liberty Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2075 holding.
  • Merit Financial Group first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Liberty Energy position peaked at $240K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.