PCS
LBRT icon

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
Q2 		$350K Sell
13,365
-7,314
-35% -$219K 0.05% 349
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 $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

Personal CFO Solutions's LBRT Position: Q2 2026 in Review

Personal CFO Solutions reduced its Liberty Energy (LBRT) stake by 35% in Q2 2026, selling an estimated $219K and leaving 13,365 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #349.

Personal CFO Solutions first reported a position in LBRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $596K in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Personal CFO Solutions held 13,365 shares of Liberty Energy worth $350K as of Q2 2026.
  • Personal CFO Solutions sold 7,314 Liberty Energy shares in Q2 2026, an estimated $219K.
  • Liberty Energy made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #349 holding.
  • Personal CFO Solutions first reported a position in Liberty Energy in Q1 2025 and has held it in 6 quarters since.
  • Personal CFO Solutions's Liberty Energy position peaked at $596K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.