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Yousif Capital Management’s Liberty Energy LBRT Stock Holding History

Yousif Capital Management’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 		$1.22M Sell
46,565
-1,062
-2% -$31.8K 0.01% 953
2026
Q1 		$1.37M Buy
47,627
+197
+0.4% +$5.02K 0.02% 875
2025
Q4 		$955K Sell
47,430
-6,907
-13% -$115K 0.01% 1106
2025
Q3 		$671K Sell
54,337
-9,411
-15% -$109K 0.01% 1307
2025
Q2 		$732K Buy
63,748
+1,212
+2% +$14.7K 0.01% 1288
2025
Q1 		$990K Buy
62,536
+914
+1% +$16.4K 0.01% 1120
2024
Q4 		$1.23M Sell
61,622
-1,794
-3% -$33.2K 0.01% 1029
2024
Q3 		$1.21M Buy
63,416
+2,747
+5% +$56.7K 0.01% 1072
2024
Q2 		$1.27M Sell
60,669
-7,848
-11% -$175K 0.01% 998
2024
Q1 		$1.42M Sell
68,517
-12,302
-15% -$243K 0.02% 995
2023
Q4 		$1.47M Buy
80,819
+3,966
+5% +$75.4K 0.02% 998
2023
Q3 		$1.42M Buy
+76,853
New +$1.27M 0.02% 937

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Yousif Capital Management's LBRT Position: Q2 2026 in Review

Yousif Capital Management reduced its Liberty Energy (LBRT) stake by 2.2% in Q2 2026, selling an estimated $31.8K and leaving 46,565 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #953.

Yousif Capital Management first reported a position in LBRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2023. 172 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Yousif Capital Management held 46,565 shares of Liberty Energy worth $1.22M as of Q2 2026.
  • Yousif Capital Management sold 1,062 Liberty Energy shares in Q2 2026, an estimated $31.8K.
  • Liberty Energy made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #953 holding.
  • Yousif Capital Management first reported a position in Liberty Energy in Q3 2023 and has held it in 12 quarters since.
  • Yousif Capital Management's Liberty Energy position peaked at $1.47M in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.