Sumitomo Mitsui Trust Group
LBRT icon

Sumitomo Mitsui Trust Group’s Liberty Energy LBRT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$930K Buy
35,511
+2,911
+9% +$87.1K ﹤0.01% 894
2026
Q1 		$939K Buy
32,600
+676
+2% +$17.2K ﹤0.01% 867
2025
Q4 		$589K Sell
31,924
-7,296
-19% -$122K ﹤0.01% 921
2025
Q3 		$484K Hold
39,220
– – ﹤0.01% 950
2025
Q2 		$450K Sell
39,220
-8,630
-18% -$105K ﹤0.01% 937
2025
Q1 		$757K Buy
47,850
+16,551
+53% +$297K ﹤0.01% 884
2024
Q4 		$623K Buy
31,299
+6,777
+28% +$125K ﹤0.01% 923
2024
Q3 		$468K Sell
24,522
-2,388
-9% -$49.3K ﹤0.01% 975
2024
Q2 		$562K Sell
26,910
-6,021
-18% -$134K ﹤0.01% 955
2024
Q1 		$682K Sell
32,931
-1,723
-5% -$34.1K ﹤0.01% 994
2023
Q4 		$629K Sell
34,654
-11,259
-25% -$214K ﹤0.01% 1024
2023
Q3 		$850K Sell
45,913
-37,410
-45% -$617K ﹤0.01% 1001
2023
Q2 		$1.11M Sell
83,323
-26,051
-24% -$338K ﹤0.01% 985
2023
Q1 		$1.4M Buy
109,374
+21,303
+24% +$315K ﹤0.01% 956
2022
Q4 		$1.41M Sell
88,071
-5,078
-5% -$80.8K ﹤0.01% 983
2022
Q3 		$1.18M Sell
93,149
-753
-0.8% -$10.2K ﹤0.01% 1010
2022
Q2 		$1.2M Sell
93,902
-15,333
-14% -$241K ﹤0.01% 1014
2022
Q1 		$1.62M Sell
109,235
-23,311
-18% -$298K ﹤0.01% 984
2021
Q4 		$1.29M Buy
132,546
+58,485
+79% +$679K ﹤0.01% 1004
2021
Q3 		$898K Sell
74,061
-5,799
-7% -$64.3K ﹤0.01% 1035
2021
Q2 		$1.13M Buy
79,860
+18,285
+30% +$247K ﹤0.01% 1020
2021
Q1 		$695K Sell
61,575
-21,769
-26% -$262K ﹤0.01% 1056
2020
Q4 		$859K Sell
83,344
-41,902
-33% -$382K ﹤0.01% 1007
2020
Q3 		$1M Sell
125,246
-74,560
-37% -$519K ﹤0.01% 966
2020
Q2 		$1.09M Sell
199,806
-123,001
-38% -$577K ﹤0.01% 952
2020
Q1 		$868K Buy
322,807
+2,328
+0.7% +$16.2K ﹤0.01% 953
2019
Q4 		$3.56M Buy
320,479
+92,831
+41% +$881K ﹤0.01% 841
2019
Q3 		$2.46M Buy
227,648
+92,444
+68% +$1.13M ﹤0.01% 858
2019
Q2 		$2.19M Buy
135,204
+59,811
+79% +$917K ﹤0.01% 837
2019
Q1 		$1.16M Buy
+75,393
New +$1.16M ﹤0.01% 835

Other funds holding LBRT

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LBRT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Liberty Energy (LBRT) stake by 8.9% in Q2 2026, buying an estimated $87.1K and bringing the position to 35,511 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Sumitomo Mitsui Trust Group first reported a position in LBRT in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.56M in Q4 2019. 123 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 35,511 shares of Liberty Energy worth $930K as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 2,911 Liberty Energy shares in Q2 2026, an estimated $87.1K.
  • Liberty Energy made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #894 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Liberty Energy in Q1 2019 and has held it in 30 quarters since.
  • Sumitomo Mitsui Trust Group's Liberty Energy position peaked at $3.56M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.