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Summit Securities Group’s Liberty Energy LBRT Stock Holding History

Summit Securities 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 		– Sell
-975
Closed -$28.1K – 1277
2026
Q1 		$28.1K Buy
+975
New +$24.9K ﹤0.01% 473
2025
Q4 		– Sell
-10,036
Closed -$124K – 1140
2025
Q3 		$124K Buy
+10,036
New +$116K 0.03% 349

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

Summit Securities Group's LBRT Position: Q2 2026 in Review

Summit Securities Group sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 975 shares — an estimated $28.1K sold.

Summit Securities Group first reported a position in LBRT in Q3 2025 and held it in 2 quarters. The position peaked at $124K in Q3 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Summit Securities Group reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 975 Liberty Energy shares in Q2 2026, an estimated $28.1K.
  • Summit Securities Group first reported a position in Liberty Energy in Q3 2025 and held it in 2 quarters.
  • Summit Securities Group's Liberty Energy position peaked at $124K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.