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Pinnacle Wealth Planning Services’s Liberty Energy LBRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$54.8K Buy
2,092
+96
+5% +$2.87K 0.01% 1214
2026
Q1 		$57.5K Buy
1,996
+158
+9% +$4.03K 0.01% 1120
2025
Q4 		$33.9K Buy
+1,838
New +$30.7K ﹤0.01% 1443

Other funds holding LBRT

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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

Pinnacle Wealth Planning Services's LBRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Liberty Energy (LBRT) stake by 4.8% in Q2 2026, buying an estimated $2.87K and bringing the position to 2,092 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #1214.

Pinnacle Wealth Planning Services first reported a position in LBRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.5K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,092 shares of Liberty Energy worth $54.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 96 Liberty Energy shares in Q2 2026, an estimated $2.87K.
  • Liberty Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1214 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Liberty Energy position peaked at $57.5K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.