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USA FINANCIAL FORMULAS’s Liberty Energy LBRT Stock Holding History

USA FINANCIAL FORMULAS’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 		$15.8K Buy
+604
New +$18.1K ﹤0.01% 342

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 22.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

USA FINANCIAL FORMULAS's LBRT Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Liberty Energy (LBRT) in Q2 2026: 604 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

116 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • USA FINANCIAL FORMULAS held 604 shares of Liberty Energy worth $15.8K as of Q2 2026.
  • Liberty Energy was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Liberty Energy made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #342 holding.
  • 116 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.