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Wedbush Securities’s Liberty Energy LBRT Stock Holding History

Wedbush Securities’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 		– Sell
-9,184
Closed -$264K – 1344
2026
Q1 		$264K Sell
9,184
-5,494
-37% -$140K 0.01% 970
2025
Q4 		$271K Buy
14,678
+1,831
+14% +$30.6K 0.01% 943
2025
Q3 		$159K Buy
+12,847
New +$149K 0.01% 1098

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

Wedbush Securities's LBRT Position: Q2 2026 in Review

Wedbush Securities sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 9,184 shares — an estimated $264K sold.

Wedbush Securities first reported a position in LBRT in Q3 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Wedbush Securities reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Wedbush Securities sold 9,184 Liberty Energy shares in Q2 2026, an estimated $264K.
  • Wedbush Securities first reported a position in Liberty Energy in Q3 2025 and held it in 3 quarters.
  • Wedbush Securities's Liberty Energy position peaked at $271K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.