Rockefeller Capital Management’s Liberty Energy LBRT Stock Holding History

Rockefeller Capital 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	$457K	Buy	17,451 +2,305	+15%	+$68.9K	﹤0.01%	2131
2026 Q1	$436K	Buy	15,146 +3,270	+28%	+$83.4K	﹤0.01%	2050
2025 Q4	$219K	Buy	11,876 +197	+2%	+$3.29K	﹤0.01%	2319
2025 Q3	$144K	Buy	+11,679	New	+$135K	﹤0.01%	2390
2023 Q3	–	Sell	-9,341	Closed	-$125K	–	1675
2023 Q2	$125K	Buy	+9,341	New	+$121K	﹤0.01%	1749
2023 Q1	–	Sell	-9,341	Closed	-$149K	–	3039
2022 Q4	$149K	Sell	9,341 -86	-0.9%	-$1.37K	﹤0.01%	1812
2022 Q3	$119K	Buy	9,427 +725	+8%	+$9.79K	﹤0.01%	1893
2022 Q2	$110K	Buy	+8,702	New	+$137K	﹤0.01%	1895
2021 Q2	–	Sell	-2,800	Closed	-$31K	–	3526
2021 Q1	$31K	Hold	2,800	–	–	﹤0.01%	2094
2020 Q4	$28K	Sell	2,800 -5,275	-65%	-$48.1K	﹤0.01%	1878
2020 Q3	$64K	Hold	8,075	–	–	﹤0.01%	1429
2020 Q2	$44K	Hold	8,075	–	–	﹤0.01%	1439
2020 Q1	$22K	Hold	8,075	–	–	﹤0.01%	1487
2019 Q4	$90K	Buy	+8,075	New	+$76.6K	﹤0.01%	998

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rockefeller Capital Management's LBRT Position: Q2 2026 in Review

Rockefeller Capital Management increased its Liberty Energy (LBRT) stake by 15% in Q2 2026, buying an estimated $68.9K and bringing the position to 17,451 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Rockefeller Capital Management first reported a position in LBRT in Q4 2019 and has held it in 14 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Rockefeller Capital Management held 17,451 shares of Liberty Energy worth $457K as of Q2 2026.
Rockefeller Capital Management bought 2,305 Liberty Energy shares in Q2 2026, an estimated $68.9K.
Liberty Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2131 holding.
Rockefeller Capital Management first reported a position in Liberty Energy in Q4 2019 and has held it in 14 quarters since.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.