Washington Trust Advisors’s Liberty Energy LBRT Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-497	Closed	-$6.13K	–	646
2025 Q3	$6.13K	Hold	497	–	–	﹤0.01%	594
2025 Q2	$5.71K	Hold	497	–	–	﹤0.01%	555
2025 Q1	$7.87K	Hold	497	–	–	﹤0.01%	502
2024 Q4	$9.88K	Hold	497	–	–	﹤0.01%	478
2024 Q3	$9.49K	Hold	497	–	–	﹤0.01%	484
2024 Q2	$10.4K	Hold	497	–	–	﹤0.01%	460
2024 Q1	$10.3K	Hold	497	–	–	﹤0.01%	478
2023 Q4	$9.02K	Sell	497 -84	-14%	-$1.6K	﹤0.01%	496
2023 Q3	$10.8K	Hold	581	–	–	﹤0.01%	449
2023 Q2	$7.77K	Hold	581	–	–	﹤0.01%	493
2023 Q1	$7.44K	Buy	581 +164	+39%	+$2.43K	﹤0.01%	545
2022 Q4	$6.68K	Buy	417 +68	+19%	+$1.08K	﹤0.01%	558
2022 Q3	$4K	Buy	349 +163	+88%	+$2.2K	﹤0.01%	754
2022 Q2	$2K	Buy	+186	New	+$2.92K	﹤0.01%	882

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Washington Trust Advisors's LBRT Position: Q4 2025 in Review

Washington Trust Advisors sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 497 shares — an estimated $6.13K sold.

Washington Trust Advisors first reported a position in LBRT in Q2 2022 and held it in 14 quarters. The position peaked at $10.8K in Q3 2023. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

Washington Trust Advisors reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 497 Liberty Energy shares in Q4 2025, an estimated $6.13K.
Washington Trust Advisors first reported a position in Liberty Energy in Q2 2022 and held it in 14 quarters.
Washington Trust Advisors's Liberty Energy position peaked at $10.8K in Q3 2023.
341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.