Raymond James Financial
LBRT icon

Raymond James Financial’s Liberty Energy LBRT Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-10,200
Closed -$122K – 5920
2025
Q2 		$122K Buy
+10,200
New +$124K ﹤0.01% 4761

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Raymond James Financial's LBRT Position: Q1 2026 in Review

Raymond James Financial reduced its Liberty Energy (LBRT) stake by 34% in Q1 2026, selling an estimated $445K and leaving 33,791 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Raymond James Financial first reported a position in LBRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.87M in Q3 2025. 394 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Raymond James Financial held 33,791 shares of Liberty Energy worth $973K as of Q1 2026.
  • Raymond James Financial sold 17,469 Liberty Energy shares in Q1 2026, an estimated $445K.
  • Liberty Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3868 holding.
  • Raymond James Financial first reported a position in Liberty Energy in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Liberty Energy position peaked at $6.87M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.