PCS
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Personal CFO Solutions’s Liberty Energy LBRT Stock Holding History

Personal CFO 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
Q1 		$596K Buy
20,679
+1,023
+5% +$26.1K 0.08% 220
2025
Q4 		$363K Buy
19,656
+2,903
+17% +$48.5K 0.06% 304
2025
Q3 		$207K Buy
16,753
+3,340
+25% +$38.6K 0.04% 480
2025
Q2 		$154K Buy
13,413
+1,351
+11% +$16.4K 0.03% 474
2025
Q1 		$191K Buy
+12,062
New +$217K 0.04% 434

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

Personal CFO Solutions's LBRT Position: Q1 2026 in Review

Personal CFO Solutions increased its Liberty Energy (LBRT) stake by 5.2% in Q1 2026, buying an estimated $26.1K and bringing the position to 20,679 shares worth $596K. The position accounts for 0.08% of the portfolio, ranked #220.

Personal CFO Solutions first reported a position in LBRT in Q1 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Personal CFO Solutions held 20,679 shares of Liberty Energy worth $596K as of Q1 2026.
  • Personal CFO Solutions bought 1,023 Liberty Energy shares in Q1 2026, an estimated $26.1K.
  • Liberty Energy made up 0.08% of Personal CFO Solutions's portfolio in Q1 2026, its #220 holding.
  • Personal CFO Solutions first reported a position in Liberty Energy in Q1 2025 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.