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Fortem Financial Group’s Halliburton HAL Stock Holding History

Fortem Financial Group’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
2022
Q3 		– Sell
-2,500
Closed -$78K – 167
2022
Q2 		$78K Buy
2,500
+1,500
+150% +$55.9K 0.05% 163
2022
Q1 		$38K Buy
+1,000
New +$32.4K 0.02% 166

Other funds holding HAL

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Fortem Financial Group's HAL Position: Q2 2026 in Review

Fortem Financial Group increased its Halliburton (HAL) stake by 16% in Q2 2026, buying an estimated $406K and bringing the position to 74,616 shares worth $2.53M. The position accounts for 0.52% of the portfolio, ranked #51.

Fortem Financial Group first reported a position in HAL in Q4 2020 and has held it in 13 quarters since. 298 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Fortem Financial Group held 74,616 shares of Halliburton worth $2.53M as of Q2 2026.
  • Fortem Financial Group bought 10,403 Halliburton shares in Q2 2026, an estimated $406K.
  • Halliburton made up 0.52% of Fortem Financial Group's portfolio in Q2 2026, its #51 holding.
  • Fortem Financial Group first reported a position in Halliburton in Q4 2020 and has held it in 13 quarters since.
  • 298 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.