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Plante Moran Financial Advisors’s Liberty Energy LBRT Stock Holding History

Plante Moran Financial 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
Q2 		$1.21K Buy
+46
New +$1.38K ﹤0.01% 854
2022
Q3 		– Sell
-100
Closed -$1K – 976
2022
Q2 		$1K Buy
+100
New +$1.57K ﹤0.01% 920

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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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FCM
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NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Plante Moran Financial Advisors's LBRT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Liberty Energy (LBRT) in Q2 2026: 46 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LBRT as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in LBRT in Q2 2022 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Plante Moran Financial Advisors held 46 shares of Liberty Energy worth $1.21K as of Q2 2026.
  • Liberty Energy was a new Plante Moran Financial Advisors position in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #854 holding.
  • Plante Moran Financial Advisors first reported a position in Liberty Energy in Q2 2022 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.