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Values First Advisors’s Liberty Energy LBRT Stock Holding History

Values First Advisors’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 		$518K Buy
19,794
+6,175
+45% +$185K 0.24% 112
2026
Q1 		$392K Buy
13,619
+2,193
+19% +$55.9K 0.2% 115
2025
Q4 		$211K Buy
+11,426
New +$191K 0.11% 162

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

Values First Advisors's LBRT Position: Q2 2026 in Review

Values First Advisors increased its Liberty Energy (LBRT) stake by 45% in Q2 2026, buying an estimated $185K and bringing the position to 19,794 shares worth $518K. The position accounts for 0.24% of the portfolio, ranked #112.

Values First Advisors first reported a position in LBRT in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Values First Advisors held 19,794 shares of Liberty Energy worth $518K as of Q2 2026.
  • Values First Advisors bought 6,175 Liberty Energy shares in Q2 2026, an estimated $185K.
  • Liberty Energy made up 0.24% of Values First Advisors's portfolio in Q2 2026, its #112 holding.
  • Values First Advisors first reported a position in Liberty Energy in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.