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Sequoia Financial Advisors’s Liberty Energy LBRT Stock Holding History

Sequoia Financial Advisors’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 		$489K Sell
18,684
-2,980
-14% -$89.1K ﹤0.01% 1356
2026
Q1 		$624K Sell
21,664
-76
-0.3% -$1.94K ﹤0.01% 1139
2025
Q4 		$401K Buy
21,740
+3,639
+20% +$60.8K ﹤0.01% 1399
2025
Q3 		$223K Sell
18,101
-361
-2% -$4.17K ﹤0.01% 1573
2025
Q2 		$212K Buy
18,462
+242
+1% +$2.93K ﹤0.01% 1455
2025
Q1 		$288K Sell
18,220
-178
-1% -$3.2K ﹤0.01% 1081
2024
Q4 		$366K Buy
18,398
+319
+2% +$5.9K ﹤0.01% 933
2024
Q3 		$345K Buy
18,079
+191
+1% +$3.94K ﹤0.01% 908
2024
Q2 		$374K Buy
17,888
+71
+0.4% +$1.58K ﹤0.01% 806
2024
Q1 		$369K Sell
17,817
-85
-0.5% -$1.68K ﹤0.01% 791
2023
Q4 		$325K Buy
17,902
+621
+4% +$11.8K ﹤0.01% 894
2023
Q3 		$320K Buy
17,281
+430
+3% +$7.09K 0.01% 666
2023
Q2 		$225K Buy
16,851
+28
+0.2% +$363 ﹤0.01% 816
2023
Q1 		$216K Buy
16,823
+11
+0.1% +$163 ﹤0.01% 742
2022
Q4 		$269K Buy
+16,812
New +$267K 0.01% 622

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's LBRT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Liberty Energy (LBRT) stake by 14% in Q2 2026, selling an estimated $89.1K and leaving 18,684 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Sequoia Financial Advisors first reported a position in LBRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $624K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Sequoia Financial Advisors held 18,684 shares of Liberty Energy worth $489K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,980 Liberty Energy shares in Q2 2026, an estimated $89.1K.
  • Liberty Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1356 holding.
  • Sequoia Financial Advisors first reported a position in Liberty Energy in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Liberty Energy position peaked at $624K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.