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Private Wealth Management Group’s Liberty Energy LBRT Stock Holding History

Private Wealth Management Group’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 		$10.3K Sell
395
-200
-34% -$5.98K ﹤0.01% 566
2026
Q1 		$17.1K Buy
595
+200
+51% +$5.1K ﹤0.01% 373
2025
Q4 		$7.29K Buy
395
+49
+14% +$819 ﹤0.01% 622
2025
Q3 		$4.27K Sell
346
-91
-21% -$1.05K ﹤0.01% 854
2025
Q2 		$5.02K Buy
437
+363
+491% +$4.4K ﹤0.01% 756
2025
Q1 		$1.17K Sell
74
-113
-60% -$2.03K ﹤0.01% 1219
2024
Q4 		$3.72K Buy
+187
New +$3.46K ﹤0.01% 864

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

Private Wealth Management Group's LBRT Position: Q2 2026 in Review

Private Wealth Management Group reduced its Liberty Energy (LBRT) stake by 34% in Q2 2026, selling an estimated $5.98K and leaving 395 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Private Wealth Management Group first reported a position in LBRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Private Wealth Management Group held 395 shares of Liberty Energy worth $10.3K as of Q2 2026.
  • Private Wealth Management Group sold 200 Liberty Energy shares in Q2 2026, an estimated $5.98K.
  • Liberty Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #566 holding.
  • Private Wealth Management Group first reported a position in Liberty Energy in Q4 2024 and has held it in 7 quarters since.
  • Private Wealth Management Group's Liberty Energy position peaked at $17.1K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.