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
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 $3.38T AUM 44.17% 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

Raymond James Financial's LBRT Position: Q2 2026 in Review

Raymond James Financial increased its Liberty Energy (LBRT) stake by 58% in Q2 2026, buying an estimated $590K and bringing the position to 53,514 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3751.

Raymond James Financial first reported a position in LBRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.87M in Q3 2025. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Raymond James Financial held 53,514 shares of Liberty Energy worth $1.4M as of Q2 2026.
  • Raymond James Financial bought 19,723 Liberty Energy shares in Q2 2026, an estimated $590K.
  • Liberty Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3751 holding.
  • Raymond James Financial first reported a position in Liberty Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Liberty Energy position peaked at $6.87M in Q3 2025.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.