Transamerica Financial Advisors, LLC
Position in LBRT — Liberty Energy Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in LBRT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$29,516
-$20,826 QoQ
Shares Held
1,127
-35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 402 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LBRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $9,799,448 across 16 Oil & Gas Equipment & Services names. LBRT ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
127,078 | $8,425,271 | |
| 2 | SLB |
Slb Limited/Nv
|
15,890 | $738,726 | |
| 3 | HAL |
Halliburton Co
|
10,293 | $349,447 | |
| 4 | BKR |
Baker Hughes Co
|
4,324 | $239,982 | |
| 5 | LBRT |
Liberty Energy Inc.
This page
|
1,127 | $29,516 | |
| 6 | WTTR |
Select Water Solutions, Inc.
|
310 | $6,193 | |
| 7 | NOV |
NOV Inc.
|
275 | $5,101 | |
| 8 | TS |
Tenaris SA
|
39 | $2,164 |
All Filings in LBRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,516 | 1,127 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $50,342 | 1,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,929 | 1,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,473 | 1,416 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||