RIL
LBRT icon

Rothschild Investment LLC’s Liberty Energy LBRT Stock Holding History

Rothschild Investment LLC’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 		$18.1K Buy
692
+2
+0.3% +$60 ﹤0.01% 1585
2026
Q1 		$19.9K Buy
690
+61
+10% +$1.55K ﹤0.01% 1413
2025
Q4 		$11.6K Buy
629
+122
+24% +$2.04K ﹤0.01% 1513
2025
Q3 		$6.26K Buy
507
+207
+69% +$2.39K ﹤0.01% 1618
2025
Q2 		$3.44K Buy
300
+80
+36% +$969 ﹤0.01% 1697
2025
Q1 		$3.48K Buy
220
+55
+33% +$987 ﹤0.01% 1609
2024
Q4 		$3.28K Buy
165
+15
+10% +$277 ﹤0.01% 1524
2024
Q3 		$2.86K Buy
150
+105
+233% +$2.17K ﹤0.01% 1541
2024
Q2 		$940 Buy
45
+30
+200% +$669 ﹤0.01% 1694
2024
Q1 		$311 Buy
+15
New +$297 ﹤0.01% 1541

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

Rothschild Investment LLC's LBRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Liberty Energy (LBRT) stake by 0.29% in Q2 2026, buying an estimated $60 and bringing the position to 692 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Rothschild Investment LLC first reported a position in LBRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.9K in Q1 2026. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Rothschild Investment LLC held 692 shares of Liberty Energy worth $18.1K as of Q2 2026.
  • Rothschild Investment LLC bought 2 Liberty Energy shares in Q2 2026, an estimated $60.
  • Liberty Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1585 holding.
  • Rothschild Investment LLC first reported a position in Liberty Energy in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Liberty Energy position peaked at $19.9K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.