PHS
LBRT icon

Pekin Hardy Strauss’s Liberty Energy LBRT Stock Holding History

Pekin Hardy Strauss’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
Q1 		$504K Sell
17,500
-16,600
-49% -$423K 0.05% 302
2025
Q4 		$629K Buy
+34,100
New +$570K 0.06% 253
2025
Q2 		– Sell
-10,150
Closed -$161K – 388
2025
Q1 		$161K Buy
+10,150
New +$182K 0.02% 338

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pekin Hardy Strauss's LBRT Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Liberty Energy (LBRT) stake by 49% in Q1 2026, selling an estimated $423K and leaving 17,500 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #302.

Pekin Hardy Strauss first reported a position in LBRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $629K in Q4 2025. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Pekin Hardy Strauss held 17,500 shares of Liberty Energy worth $504K as of Q1 2026.
  • Pekin Hardy Strauss sold 16,600 Liberty Energy shares in Q1 2026, an estimated $423K.
  • Liberty Energy made up 0.05% of Pekin Hardy Strauss's portfolio in Q1 2026, its #302 holding.
  • Pekin Hardy Strauss first reported a position in Liberty Energy in Q1 2025 and has held it in 3 quarters since.
  • Pekin Hardy Strauss's Liberty Energy position peaked at $629K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.