MA
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Mutual Advisors’s Liberty Energy LBRT Stock Holding History

Mutual 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 		$1.35M Hold
51,442
– – 0.03% 541
2026
Q1 		$1.48M Sell
51,442
-17,166
-25% -$438K 0.03% 460
2025
Q4 		$1.27M Sell
68,608
-96
-0.1% -$1.6K 0.03% 498
2025
Q3 		$1.11M Buy
68,704
+16,711
+32% +$193K 0.02% 528
2025
Q2 		$683K Buy
51,993
+26
+0.1% +$315 0.02% 654
2025
Q1 		$632K Buy
51,967
+57
+0.1% +$1.02K 0.02% 614
2024
Q4 		$1.2M Sell
51,910
-3,292
-6% -$60.9K 0.03% 421
2024
Q3 		$979K Sell
55,202
-682
-1% -$14.1K 0.03% 490
2024
Q2 		$1.26M Buy
55,884
+1,637
+3% +$36.5K 0.04% 409
2024
Q1 		$1.12M Sell
54,247
-27,147
-33% -$537K 0.04% 443
2023
Q4 		$1.48M Sell
81,394
-8,484
-9% -$161K 0.05% 341
2023
Q3 		$1.66M Sell
89,878
-6,320
-7% -$104K 0.06% 293
2023
Q2 		$1.29M Sell
96,198
-347
-0.4% -$4.5K 0.05% 363
2023
Q1 		$1.24M Sell
96,545
-33,515
-26% -$496K 0.05% 363
2022
Q4 		$2.08M Hold
130,060
– – 0.09% 220
2022
Q3 		$1.65M Buy
130,060
+63,030
+94% +$851K 0.08% 232
2022
Q2 		$855K Sell
67,030
-13,870
-17% -$218K 0.06% 382
2022
Q1 		$1.2M Hold
80,900
– – 0.07% 326
2021
Q4 		$785K Hold
80,900
– – 0.04% 459
2021
Q3 		$981K Hold
80,900
– – 0.06% 357
2021
Q2 		$1.15M Buy
80,900
+47,740
+144% +$644K 0.07% 331
2021
Q1 		$374K Buy
+33,160
New +$398K 0.03% 572

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Franklin Resources
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

Mutual Advisors's LBRT Position: Q2 2026 in Review

Mutual Advisors held its Liberty Energy (LBRT) position steady in Q2 2026 at 51,442 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #541.

Mutual Advisors first reported a position in LBRT in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.08M in Q4 2022. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Mutual Advisors held 51,442 shares of Liberty Energy worth $1.35M as of Q2 2026.
  • Mutual Advisors left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #541 holding.
  • Mutual Advisors first reported a position in Liberty Energy in Q1 2021 and has held it in 22 quarters since.
  • Mutual Advisors's Liberty Energy position peaked at $2.08M in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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