BIG
HP icon

Brooklyn Investment Group’s Helmerich & Payne HP Stock Holding History

Brooklyn Investment Group’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 		$651K Buy
18,061
+5,546
+44% +$189K 0.02% 840
2025
Q4 		$357K Buy
+12,515
New +$332K 0.02% 907
2025
Q3 		– Sell
-2,109
Closed -$32K – 1566
2025
Q2 		$32K Buy
+2,109
New +$38.7K ﹤0.01% 1597

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

Brooklyn Investment Group's HP Position: Q1 2026 in Review

Brooklyn Investment Group increased its Helmerich & Payne (HP) stake by 44% in Q1 2026, buying an estimated $189K and bringing the position to 18,061 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #840.

Brooklyn Investment Group first reported a position in HP in Q2 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Brooklyn Investment Group held 18,061 shares of Helmerich & Payne worth $651K as of Q1 2026.
  • Brooklyn Investment Group bought 5,546 Helmerich & Payne shares in Q1 2026, an estimated $189K.
  • Helmerich & Payne made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #840 holding.
  • Brooklyn Investment Group first reported a position in Helmerich & Payne in Q2 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.