Curi RMB Capital’s Halliburton HAL Stock Holding History

Curi RMB Capital’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 Q1	$379K	Buy	9,723 +166	+2%	+$5.74K	0.01%	672
2025 Q4	$270K	Buy	+9,557	New	+$252K	﹤0.01%	785

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi RMB Capital's HAL Position: Q1 2026 in Review

Curi RMB Capital increased its Halliburton (HAL) stake by 1.7% in Q1 2026, buying an estimated $5.74K and bringing the position to 9,723 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #672.

Curi RMB Capital first reported a position in HAL in Q4 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Curi RMB Capital held 9,723 shares of Halliburton worth $379K as of Q1 2026.
Curi RMB Capital bought 166 Halliburton shares in Q1 2026, an estimated $5.74K.
Halliburton made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #672 holding.
Curi RMB Capital first reported a position in Halliburton in Q4 2025 and has held it in 2 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.