Birchbrook’s Halliburton HAL Stock Holding History

Birchbrook’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.4K	Hold	800	–	–	0.01%	151
2026 Q2	$27.2K	Hold	800	–	–	0.01%	156
2026 Q1	$31.2K	Hold	800	–	–	0.02%	145
2025 Q4	$22.6K	Hold	800	–	–	0.01%	167
2025 Q3	$19.7K	Hold	800	–	–	0.01%	162
2025 Q2	$16.3K	Hold	800	–	–	0.01%	173
2025 Q1	$20.3K	Hold	800	–	–	0.01%	154
2024 Q4	$21.8K	Hold	800	–	–	0.01%	158
2024 Q3	$23.2K	Hold	800	–	–	0.01%	149
2024 Q2	$27K	Hold	800	–	–	0.02%	148
2024 Q1	$31.5K	Hold	800	–	–	0.02%	139
2023 Q4	$28.9K	Buy	+800	New	+$30.8K	0.02%	142

Other funds holding HAL

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Birchbrook's HAL Position: Q3 2026 in Review

Birchbrook held its Halliburton (HAL) position steady in Q3 2026 at 800 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #151.

Birchbrook first reported a position in HAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.5K in Q1 2024. 401 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

Birchbrook held 800 shares of Halliburton worth $25.4K as of Q3 2026.
Birchbrook left its Halliburton share count unchanged in Q3 2026.
Halliburton made up 0.01% of Birchbrook's portfolio in Q3 2026, its #151 holding.
Birchbrook first reported a position in Halliburton in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Halliburton position peaked at $31.5K in Q1 2024.
401 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.