Stifel Financial
LBRT icon

Stifel Financial’s Liberty Energy LBRT Stock Holding History

Stifel Financial’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 		$2.31M Sell
88,371
-24,746
-22% -$740K ﹤0.01% 1974
2026
Q1 		$3.26M Sell
113,117
-43,238
-28% -$1.1M ﹤0.01% 1622
2025
Q4 		$2.89M Sell
156,355
-10,071
-6% -$168K ﹤0.01% 1679
2025
Q3 		$2.05M Buy
166,426
+26,111
+19% +$302K ﹤0.01% 1893
2025
Q2 		$1.61M Buy
140,315
+530
+0.4% +$6.42K ﹤0.01% 1990
2025
Q1 		$2.21M Buy
139,785
+13,135
+10% +$236K ﹤0.01% 1696
2024
Q4 		$2.52M Sell
126,650
-19,199
-13% -$355K ﹤0.01% 1622
2024
Q3 		$2.78M Buy
145,849
+36,573
+33% +$755K ﹤0.01% 1568
2024
Q2 		$2.28M Buy
109,276
+34,728
+47% +$775K ﹤0.01% 1633
2024
Q1 		$1.54M Buy
74,548
+12,675
+20% +$251K ﹤0.01% 1914
2023
Q4 		$1.12M Buy
61,873
+4,164
+7% +$79.1K ﹤0.01% 2076
2023
Q3 		$1.07M Buy
57,709
+5,449
+10% +$89.8K ﹤0.01% 2008
2023
Q2 		$699K Buy
52,260
+5,269
+11% +$68.3K ﹤0.01% 2308
2023
Q1 		$602K Buy
46,991
+5,173
+12% +$76.5K ﹤0.01% 2415
2022
Q4 		$670K Buy
41,818
+26,028
+165% +$414K ﹤0.01% 2300
2022
Q3 		$200K Buy
+15,790
New +$213K ﹤0.01% 2955
2022
Q1 		– Sell
-19,335
Closed -$188K – 3441
2021
Q4 		$188K Sell
19,335
-43,609
-69% -$506K ﹤0.01% 3169
2021
Q3 		$764K Buy
+62,944
New +$698K ﹤0.01% 2292
2020
Q4 		– Sell
-19,988
Closed -$160K – 3079
2020
Q3 		$160K Sell
19,988
-42
-0.2% -$292 ﹤0.01% 2669
2020
Q2 		$110K Buy
+20,030
New +$94K ﹤0.01% 2703

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

Stifel Financial's LBRT Position: Q2 2026 in Review

Stifel Financial reduced its Liberty Energy (LBRT) stake by 22% in Q2 2026, selling an estimated $740K and leaving 88,371 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Stifel Financial first reported a position in LBRT in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.26M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Stifel Financial held 88,371 shares of Liberty Energy worth $2.31M as of Q2 2026.
  • Stifel Financial sold 24,746 Liberty Energy shares in Q2 2026, an estimated $740K.
  • Liberty Energy made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1974 holding.
  • Stifel Financial first reported a position in Liberty Energy in Q2 2020 and has held it in 20 quarters since.
  • Stifel Financial's Liberty Energy position peaked at $3.26M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.