Physician Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Physician Wealth 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 Q3	$3.19K	Sell	175 -22	-11%	-$455	﹤0.01%	1335
2026 Q2	$5.16K	Buy	197 +22	+13%	+$658	﹤0.01%	1083
2026 Q1	$5.04K	Hold	175	–	–	﹤0.01%	1005
2025 Q4	$3.23K	Buy	175 +30	+21%	+$501	﹤0.01%	1103
2025 Q3	$1.79K	Hold	145	–	–	﹤0.01%	1280
2025 Q2	$1.66K	Buy	+145	New	+$1.76K	﹤0.01%	1122

Other funds holding LBRT

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Hanseatic Management Services Albuquerque, New Mexico $136M AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Physician Wealth Advisors's LBRT Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Liberty Energy (LBRT) stake by 11% in Q3 2026, selling an estimated $455 and leaving 175 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Physician Wealth Advisors first reported a position in LBRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.16K in Q2 2026. 40 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

Physician Wealth Advisors held 175 shares of Liberty Energy worth $3.19K as of Q3 2026.
Physician Wealth Advisors sold 22 Liberty Energy shares in Q3 2026, an estimated $455.
Liberty Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1335 holding.
Physician Wealth Advisors first reported a position in Liberty Energy in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Liberty Energy position peaked at $5.16K in Q2 2026.
40 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.