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OneAscent Investment Solutions’s Liberty Energy LBRT Stock Holding History

OneAscent Investment Solutions’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 		– Sell
-10,181
Closed -$293K – 163
2026
Q1 		$293K Buy
10,181
+162
+2% +$4.13K 0.29% 101
2025
Q4 		$185K Buy
+10,019
New +$167K 0.2% 121

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Franklin Resources
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FCM
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NAMI
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OneAscent Investment Solutions's LBRT Position: Q2 2026 in Review

OneAscent Investment Solutions sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 10,181 shares — an estimated $293K sold.

OneAscent Investment Solutions first reported a position in LBRT in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • OneAscent Investment Solutions reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • OneAscent Investment Solutions sold 10,181 Liberty Energy shares in Q2 2026, an estimated $293K.
  • OneAscent Investment Solutions first reported a position in Liberty Energy in Q4 2025 and held it in 2 quarters.
  • OneAscent Investment Solutions's Liberty Energy position peaked at $293K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.