Truist Financial
LBRT icon

Truist Financial’s Liberty Energy LBRT Stock Holding History

Truist Financial’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 		$1.32M Sell
50,252
-14,206
-22% -$425K ﹤0.01% 1613
2026
Q1 		$1.86M Sell
64,458
-13,979
-18% -$356K ﹤0.01% 1373
2025
Q4 		$1.45M Sell
78,437
-12,675
-14% -$212K ﹤0.01% 1484
2025
Q3 		$1.12M Buy
91,112
+5,050
+6% +$58.4K ﹤0.01% 1613
2025
Q2 		$988K Sell
86,062
-9,252
-10% -$112K ﹤0.01% 1609
2025
Q1 		$1.51M Buy
95,314
+22,758
+31% +$409K ﹤0.01% 1348
2024
Q4 		$1.44M Sell
72,556
-2,420
-3% -$44.8K ﹤0.01% 1389
2024
Q3 		$1.43M Sell
74,976
-15,886
-17% -$328K ﹤0.01% 1379
2024
Q2 		$1.9M Buy
90,862
+10,766
+13% +$240K ﹤0.01% 1295
2024
Q1 		$1.66M Buy
80,096
+20,713
+35% +$410K ﹤0.01% 1367
2023
Q4 		$1.08M Buy
59,383
+47,409
+396% +$901K ﹤0.01% 1555
2023
Q3 		$222K Buy
+11,974
New +$197K ﹤0.01% 2407

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

Truist Financial's LBRT Position: Q2 2026 in Review

Truist Financial reduced its Liberty Energy (LBRT) stake by 22% in Q2 2026, selling an estimated $425K and leaving 50,252 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Truist Financial first reported a position in LBRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q2 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Truist Financial held 50,252 shares of Liberty Energy worth $1.32M as of Q2 2026.
  • Truist Financial sold 14,206 Liberty Energy shares in Q2 2026, an estimated $425K.
  • Liberty Energy made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1613 holding.
  • Truist Financial first reported a position in Liberty Energy in Q3 2023 and has held it in 12 quarters since.
  • Truist Financial's Liberty Energy position peaked at $1.9M in Q2 2024.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.