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Raffa Wealth Management’s Liberty Energy LBRT Stock Holding History

Raffa Wealth Management’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 		$105 Sell
4
-1
-20% -$30 ﹤0.01% 1376
2026
Q1 		$144 Buy
+5
New +$127 ﹤0.01% 1231

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State Street
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Vanguard Capital Management
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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

Raffa Wealth Management's LBRT Position: Q2 2026 in Review

Raffa Wealth Management reduced its Liberty Energy (LBRT) stake by 20% in Q2 2026, selling an estimated $30 and leaving 4 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Raffa Wealth Management first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $144 in Q1 2026. 373 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Raffa Wealth Management held 4 shares of Liberty Energy worth $105 as of Q2 2026.
  • Raffa Wealth Management sold 1 Liberty Energy share in Q2 2026, an estimated $30.
  • Liberty Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1376 holding.
  • Raffa Wealth Management first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • Raffa Wealth Management's Liberty Energy position peaked at $144 in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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