COMPASS FINANCIAL MANAGEMENT LLC’s Helmerich & Payne HP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$720	Buy	+22	New	+$823	﹤0.01%	1397

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Helmerich & Payne (HP) in Q2 2026: 22 shares worth $720. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

235 funds tracked by Wall St. Rank hold HP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 22 shares of Helmerich & Payne worth $720 as of Q2 2026.
Helmerich & Payne was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Helmerich & Payne made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1397 holding.
235 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.