FFA
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Farther Finance Advisors’s Helmerich & Payne HP Stock Holding History

Farther Finance Advisors’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 		$342K Sell
10,455
-82
-0.8% -$3.07K ﹤0.01% 1850
2026
Q1 		$364K Sell
10,537
-9
-0.1% -$307 ﹤0.01% 1613
2025
Q4 		$302K Buy
10,546
+1,194
+13% +$31.7K ﹤0.01% 1639
2025
Q3 		$207K Sell
9,352
-3,179
-25% -$58.6K ﹤0.01% 1595
2025
Q2 		$190K Sell
12,531
-361
-3% -$6.62K ﹤0.01% 1420
2025
Q1 		$342K Buy
12,892
+6,496
+102% +$189K 0.01% 976
2024
Q4 		$205K Sell
6,396
-15
-0.2% -$509 0.01% 974
2024
Q3 		$195K Sell
6,411
-31
-0.5% -$1.07K 0.01% 1004
2024
Q2 		$230K Sell
6,442
-1,170
-15% -$45K 0.01% 785
2024
Q1 		$321K Buy
7,612
+1,468
+24% +$55.5K 0.02% 517
2023
Q4 		$223K Buy
6,144
+6,091
+11,492% +$236K 0.02% 522
2023
Q3 		$2.23K Buy
53
+10
+23% +$418 ﹤0.01% 1816
2023
Q2 		$1.52K Sell
43
-9
-17% -$307 ﹤0.01% 1853
2023
Q1 		$1.86K Sell
52
-6
-10% -$259 ﹤0.01% 1666
2022
Q4 		$2.88K Buy
+58
New +$2.76K ﹤0.01% 1324

Other funds holding HP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Farther Finance Advisors's HP Position: Q2 2026 in Review

Farther Finance Advisors reduced its Helmerich & Payne (HP) stake by 0.78% in Q2 2026, selling an estimated $3.07K and leaving 10,455 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Farther Finance Advisors first reported a position in HP in Q4 2022 and has held it in 15 quarters since. The position peaked at $364K in Q1 2026. 33 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Farther Finance Advisors held 10,455 shares of Helmerich & Payne worth $342K as of Q2 2026.
  • Farther Finance Advisors sold 82 Helmerich & Payne shares in Q2 2026, an estimated $3.07K.
  • Helmerich & Payne made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1850 holding.
  • Farther Finance Advisors first reported a position in Helmerich & Payne in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Helmerich & Payne position peaked at $364K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.