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Prospera Financial Services’s Liberty Energy LBRT Stock Holding History

Prospera Financial 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 		$486K Buy
18,549
+3
+0% +$90 0.01% 1053
2026
Q1 		$534K Sell
18,546
-648
-3% -$16.5K 0.01% 961
2025
Q4 		$354K Sell
19,194
-1,321
-6% -$22.1K 0.01% 1078
2025
Q3 		$253K Sell
20,515
-697
-3% -$8.06K ﹤0.01% 1209
2025
Q2 		$243K Sell
21,212
-988
-4% -$12K ﹤0.01% 1186
2025
Q1 		$351K Buy
22,200
+5,676
+34% +$102K 0.01% 922
2024
Q4 		$329K Buy
16,524
+477
+3% +$8.82K 0.01% 890
2024
Q3 		$306K Buy
16,047
+1,091
+7% +$22.5K 0.01% 911
2024
Q2 		$312K Buy
14,956
+525
+4% +$11.7K 0.01% 902
2024
Q1 		$299K Buy
+14,431
New +$285K 0.01% 902

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

Prospera Financial Services's LBRT Position: Q2 2026 in Review

Prospera Financial Services increased its Liberty Energy (LBRT) stake by 0.02% in Q2 2026, buying an estimated $90 and bringing the position to 18,549 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #1053.

Prospera Financial Services first reported a position in LBRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $534K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Prospera Financial Services held 18,549 shares of Liberty Energy worth $486K as of Q2 2026.
  • Prospera Financial Services bought 3 Liberty Energy shares in Q2 2026, an estimated $90.
  • Liberty Energy made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1053 holding.
  • Prospera Financial Services first reported a position in Liberty Energy in Q1 2024 and has held it in 10 quarters since.
  • Prospera Financial Services's Liberty Energy position peaked at $534K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.