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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
Q3 		– Sell
-604
Closed -$15.8K – 469
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
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
AP
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

USA Financial Formulas's LBRT Position: Q3 2026 in Review

USA Financial Formulas sold out of Liberty Energy (LBRT) in Q3 2026, closing a stake of 604 shares — an estimated $15.8K sold.

USA Financial Formulas first reported a position in LBRT in Q4 2023 and held it in 4 quarters. The position peaked at $24K in Q1 2024. 28 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

  • USA Financial Formulas reported no remaining Liberty Energy position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 604 Liberty Energy shares in Q3 2026, an estimated $15.8K.
  • USA Financial Formulas first reported a position in Liberty Energy in Q4 2023 and held it in 4 quarters.
  • USA Financial Formulas's Liberty Energy position peaked at $24K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.