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Strategic Financial Concepts’s Liberty Energy LBRT Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-19,037
Closed -$235K – 213
2025
Q3 		$235K Buy
+19,037
New +$220K 0.03% 235

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Financial Concepts's LBRT Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 19,037 shares — an estimated $235K sold.

Strategic Financial Concepts first reported a position in LBRT in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 19,037 Liberty Energy shares in Q4 2025, an estimated $235K.
  • Strategic Financial Concepts first reported a position in Liberty Energy in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's Liberty Energy position peaked at $235K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.