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Principal Securities’s Liberty Energy LBRT Stock Holding History

Principal Securities’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 		$335K Sell
12,794
-3,926
-23% -$117K ﹤0.01% 1279
2026
Q1 		$482K Sell
16,720
-2,678
-14% -$68.3K 0.01% 993
2025
Q4 		$358K Sell
19,398
-2,393
-11% -$40K 0.01% 1059
2025
Q3 		$269K Buy
21,791
+1,540
+8% +$17.8K ﹤0.01% 1159
2025
Q2 		$232K Buy
20,251
+4,917
+32% +$59.5K ﹤0.01% 1176
2025
Q1 		$305K Hold
15,334
– – 0.01% 962
2024
Q4 		$305K Buy
15,334
+1,849
+14% +$34.2K 0.01% 958
2024
Q3 		$257K Buy
13,485
+1,952
+17% +$40.3K 0.01% 1002
2024
Q2 		$241K Sell
11,533
-405
-3% -$9.04K 0.01% 971
2024
Q1 		$247K Buy
11,938
+9,771
+451% +$193K 0.01% 933
2023
Q4 		$39.3K Buy
+2,167
New +$41.2K ﹤0.01% 1596

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

Principal Securities's LBRT Position: Q2 2026 in Review

Principal Securities reduced its Liberty Energy (LBRT) stake by 23% in Q2 2026, selling an estimated $117K and leaving 12,794 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Principal Securities first reported a position in LBRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $482K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Principal Securities held 12,794 shares of Liberty Energy worth $335K as of Q2 2026.
  • Principal Securities sold 3,926 Liberty Energy shares in Q2 2026, an estimated $117K.
  • Liberty Energy made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1279 holding.
  • Principal Securities first reported a position in Liberty Energy in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Liberty Energy position peaked at $482K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.