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Sound Income Strategies’s Liberty Energy LBRT Stock Holding History

Sound Income Strategies’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
-494
Closed -$13.8K – 1542
2026
Q1 		$13.8K Buy
494
+1
+0.2% +$25 ﹤0.01% 1354
2025
Q4 		$9.95K Buy
+493
New +$8.24K ﹤0.01% 1469

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

Sound Income Strategies's LBRT Position: Q2 2026 in Review

Sound Income Strategies sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 494 shares — an estimated $13.8K sold.

Sound Income Strategies first reported a position in LBRT in Q4 2025 and held it in 2 quarters. The position peaked at $13.8K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Sound Income Strategies reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 494 Liberty Energy shares in Q2 2026, an estimated $13.8K.
  • Sound Income Strategies first reported a position in Liberty Energy in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Liberty Energy position peaked at $13.8K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.