SVB Wealth’s Liberty Energy LBRT Stock Holding History

SVB Wealth’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 Q2	–	Sell	-351	Closed	-$5.56K	–	1113
2025 Q1	$5.56K	Buy	+351	New	+$6.3K	﹤0.01%	1003

Other funds holding LBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Wealth's LBRT Position: Q2 2025 in Review

SVB Wealth sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 351 shares — an estimated $5.56K sold.

SVB Wealth first reported a position in LBRT in Q1 2025 and held it in 1 quarter. The position peaked at $5.56K in Q1 2025. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

SVB Wealth reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 351 Liberty Energy shares in Q2 2025, an estimated $5.56K.
SVB Wealth first reported a position in Liberty Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's Liberty Energy position peaked at $5.56K in Q1 2025.
324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.