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Steward Partners Investment Advisory’s Liberty Energy LBRT Stock Holding History

Steward Partners Investment Advisory’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 		$40.6K Hold
1,550
– – ﹤0.01% 3076
2026
Q1 		$44.6K Buy
1,550
+1,050
+210% +$26.8K ﹤0.01% 2850
2025
Q4 		$9.23K Hold
500
– – ﹤0.01% 3474
2025
Q3 		$6.17K Sell
500
-3,140
-86% -$36.3K ﹤0.01% 3588
2025
Q2 		$41.8K Sell
3,640
-1,250
-26% -$15.1K ﹤0.01% 2561
2025
Q1 		$77.4K Buy
4,890
+150
+3% +$2.69K ﹤0.01% 2166
2024
Q4 		$94.3K Sell
4,740
-1,125
-19% -$20.8K ﹤0.01% 2013
2024
Q3 		$112K Sell
5,865
-4,650
-44% -$96K ﹤0.01% 1822
2024
Q2 		$220K Buy
10,515
+4,665
+80% +$104K ﹤0.01% 1399
2024
Q1 		$121K Buy
5,850
+4,750
+432% +$93.9K ﹤0.01% 1662
2023
Q4 		$20K Sell
1,100
-400
-27% -$7.6K ﹤0.01% 2411
2023
Q3 		$27.8K Buy
+1,500
New +$24.7K ﹤0.01% 2160

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

Steward Partners Investment Advisory's LBRT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Liberty Energy (LBRT) position steady in Q2 2026 at 1,550 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

Steward Partners Investment Advisory first reported a position in LBRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $220K in Q2 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Steward Partners Investment Advisory held 1,550 shares of Liberty Energy worth $40.6K as of Q2 2026.
  • Steward Partners Investment Advisory left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3076 holding.
  • Steward Partners Investment Advisory first reported a position in Liberty Energy in Q3 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Liberty Energy position peaked at $220K in Q2 2024.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.