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New Age Alpha Advisors’s Liberty Energy LBRT Stock Holding History

New Age Alpha 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 		$400K Buy
+15,266
New +$457K 0.02% 657
2025
Q4 		– Sell
-4,050
Closed -$50K – 840
2025
Q3 		$50K Sell
4,050
-78
-2% -$902 ﹤0.01% 758
2025
Q2 		$47.4K Sell
4,128
-474
-10% -$5.74K ﹤0.01% 781
2025
Q1 		$72.8K Sell
4,602
-5,202
-53% -$93.4K ﹤0.01% 780
2024
Q4 		$195K Buy
+9,804
New +$181K 0.01% 661

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

New Age Alpha Advisors's LBRT Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Liberty Energy (LBRT) in Q2 2026: 15,266 shares worth $400K. The stake represents 0.02% of the portfolio and ranks #657 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in LBRT as recently as Q3 2025.

New Age Alpha Advisors first reported a position in LBRT in Q4 2024 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • New Age Alpha Advisors held 15,266 shares of Liberty Energy worth $400K as of Q2 2026.
  • Liberty Energy was a new New Age Alpha Advisors position in Q2 2026.
  • Liberty Energy made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #657 holding.
  • New Age Alpha Advisors first reported a position in Liberty Energy in Q4 2024 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.