Toth Financial Advisory
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Toth Financial Advisory’s Liberty Energy LBRT Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-40
Closed -$1.05K – 1065
2026
Q2 		$1.05K Buy
+40
New +$1.2K ﹤0.01% 828

Other funds holding LBRT

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Salem Investment Counselors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Toth Financial Advisory's LBRT Position: Q3 2026 in Review

Toth Financial Advisory sold out of Liberty Energy (LBRT) in Q3 2026, closing a stake of 40 shares — an estimated $1.05K sold.

Toth Financial Advisory first reported a position in LBRT in Q2 2026 and held it in 1 quarter. The position peaked at $1.05K in Q2 2026. 30 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

  • Toth Financial Advisory reported no remaining Liberty Energy position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 40 Liberty Energy shares in Q3 2026, an estimated $1.05K.
  • Toth Financial Advisory first reported a position in Liberty Energy in Q2 2026 and held it in 1 quarter.
  • Toth Financial Advisory's Liberty Energy position peaked at $1.05K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.