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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bare Financial Services's HP Position: Q1 2026 in Review

Bare Financial Services increased its Helmerich & Payne (HP) stake by 49% in Q1 2026, buying an estimated $1.94K and bringing the position to 173 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Bare Financial Services first reported a position in HP in Q1 2025 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Bare Financial Services held 173 shares of Helmerich & Payne worth $6.23K as of Q1 2026.
  • Bare Financial Services bought 57 Helmerich & Payne shares in Q1 2026, an estimated $1.94K.
  • Helmerich & Payne made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #548 holding.
  • Bare Financial Services first reported a position in Helmerich & Payne in Q1 2025 and has held it in 5 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.