Financial Consulate’s Helmerich & Payne HP Stock Holding History

Financial Consulate’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 Q3	$260	Buy	+7	New	+$271	﹤0.01%	1620

Other funds holding HP

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Financial Consulate's HP Position: Q3 2026 in Review

Financial Consulate opened a new position in Helmerich & Payne (HP) in Q3 2026: 7 shares worth $260. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings.

67 funds tracked by Wall St. Rank hold HP as of Q3 2026.

Financial Consulate held 7 shares of Helmerich & Payne worth $260 as of Q3 2026.
Helmerich & Payne was a new Financial Consulate position in Q3 2026.
Helmerich & Payne made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1620 holding.
67 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.