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Bare Financial Services’s Helmerich & Payne HP Stock Holding History

Bare Financial Services’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.3K Buy
284
+111
+64% +$4.15K ﹤0.01% 611
2026
Q1 		$6.23K Buy
173
+57
+49% +$1.94K ﹤0.01% 548
2025
Q4 		$3.33K Buy
116
+18
+18% +$478 ﹤0.01% 689
2025
Q3 		$2.16K Sell
98
-115
-54% -$2.12K ﹤0.01% 793
2025
Q2 		$3.23K Buy
213
+162
+318% +$2.97K ﹤0.01% 651
2025
Q1 		$1.33K Buy
+51
New +$1.48K ﹤0.01% 457

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bare Financial Services's HP Position: Q2 2026 in Review

Bare Financial Services increased its Helmerich & Payne (HP) stake by 64% in Q2 2026, buying an estimated $4.15K and bringing the position to 284 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Bare Financial Services first reported a position in HP in Q1 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Bare Financial Services held 284 shares of Helmerich & Payne worth $9.3K as of Q2 2026.
  • Bare Financial Services bought 111 Helmerich & Payne shares in Q2 2026, an estimated $4.15K.
  • Helmerich & Payne made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #611 holding.
  • Bare Financial Services first reported a position in Helmerich & Payne in Q1 2025 and has held it in 6 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.