Crossmark Global Holdings, Inc. LBRT β€” LIBERTY ENERGY INC

Ownership history in Crossmark Global Holdings, Inc.  Β·  2 quarters on record

AI Ownership Summary

Crossmark Global Holdings, Inc. reported LIBERTY ENERGY INC (LBRT) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows LBRT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crossmark Global Holdings, Inc.'s position in LIBERTY ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LBRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crossmark Global Holdings, Inc. held LBRT β€” position size vs. price
% of Fund (quarterly)    LBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 9,032 β€” 0% 0.00% $237K 2026-07-16 $23.46
2026 Q1 INITIATED β€” β€” β€” 9,032 β€” β€” 0.00% $260K 2026-05-11 $33.29

FAQ About Crossmark Global Holdings, Inc. and LBRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crossmark Global Holdings, Inc. reported owning LBRT?

Crossmark Global Holdings, Inc. reported LBRT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported LBRT position in Crossmark Global Holdings, Inc.'s portfolio?

The largest reported portfolio weight for LBRT was 0.00% in 2026 Q1.

What is the latest reported LBRT position on this page?

The most recent filing on this page is 2026 Q2, when Crossmark Global Holdings, Inc. reported 9,032 shares, equal to 0.00% of portfolio, with an estimated market value of $237K.

What does the chart on this LBRT ownership page compare?

The chart compares Crossmark Global Holdings, Inc.'s quarterly LBRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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