UFF
LBRT icon

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
2024
Q3 		– Sell
-1,018
Closed -$21.3K – 326
2024
Q2 		$21.3K Sell
1,018
-139
-12% -$3.1K ﹤0.01% 269
2024
Q1 		$24K Sell
1,157
-82
-7% -$1.62K ﹤0.01% 266
2023
Q4 		$22.5K Buy
+1,239
New +$23.5K ﹤0.01% 237

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

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. This is a return to the name: USA Financial Formulas previously reported a position in LBRT as recently as Q2 2024.

USA Financial Formulas first reported a position in LBRT in Q4 2023 and has held it in 4 quarters since. The position peaked at $24K in Q1 2024. 406 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.
  • USA Financial Formulas first reported a position in Liberty Energy in Q4 2023 and has held it in 4 quarters since.
  • USA Financial Formulas's Liberty Energy position peaked at $24K in Q1 2024.
  • 406 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.