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RAFFA WEALTH MANAGEMENT, LLC’s Liberty Energy LBRT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$105 Sell
4
-1
-20% -$30 ﹤0.01% 1376
2026
Q1 		$144 Buy
+5
New +$127 ﹤0.01% 1231

Other funds holding LBRT

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ACM
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PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
BWM
Bosman Wealth Management Redlands, California $161M AUM 115.22% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LBRT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Liberty Energy (LBRT) stake by 20% in Q2 2026, selling an estimated $30 and leaving 4 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $144 in Q1 2026. 80 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 4 shares of Liberty Energy worth $105 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Liberty Energy share in Q2 2026, an estimated $30.
  • Liberty Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1376 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Liberty Energy position peaked at $144 in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.