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Private Trust Company’s Liberty Energy LBRT Stock Holding History

Private Trust Company’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
Q1 		– Sell
-1,005
Closed -$18.6K – 2660
2025
Q4 		$18.6K Buy
+1,005
New +$16.8K ﹤0.01% 1691

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Vanguard Capital Management
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State Street
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Arrowstreet Capital
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Franklin Resources
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Private Trust Company's LBRT Position: Q1 2026 in Review

Private Trust Company sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 1,005 shares — an estimated $18.6K sold.

Private Trust Company first reported a position in LBRT in Q4 2025 and held it in 1 quarter. The position peaked at $18.6K in Q4 2025. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Private Trust Company reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 1,005 Liberty Energy shares in Q1 2026, an estimated $18.6K.
  • Private Trust Company first reported a position in Liberty Energy in Q4 2025 and held it in 1 quarter.
  • Private Trust Company's Liberty Energy position peaked at $18.6K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.