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Root Financial Partners’s Liberty Energy LBRT Stock Holding History

Root Financial Partners’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 		– Sell
-914
Closed -$26.3K – 1937
2026
Q1 		$26.3K Buy
914
+405
+80% +$10.3K ﹤0.01% 1172
2025
Q4 		$9.4K Buy
509
+324
+175% +$5.41K ﹤0.01% 1520
2025
Q3 		$2.28K Buy
+185
New +$2.14K ﹤0.01% 1935

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Franklin Resources
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FCM
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NAMI
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Root Financial Partners's LBRT Position: Q2 2026 in Review

Root Financial Partners sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 914 shares — an estimated $26.3K sold.

Root Financial Partners first reported a position in LBRT in Q3 2025 and held it in 3 quarters. The position peaked at $26.3K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Root Financial Partners reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 914 Liberty Energy shares in Q2 2026, an estimated $26.3K.
  • Root Financial Partners first reported a position in Liberty Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Liberty Energy position peaked at $26.3K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.