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BFC Planning, Inc.’s Halliburton HAL Stock Holding History

BFC Planning, Inc.’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
Q2 		$43.8K Sell
1,291
-192
-13% -$7.5K ﹤0.01% 1621
2026
Q1 		$57.8K Sell
1,483
-426
-22% -$14.7K ﹤0.01% 1284
2025
Q4 		$54K Sell
1,909
-101
-5% -$2.67K ﹤0.01% 1329
2025
Q3 		$49.5K Buy
2,010
+55
+3% +$1.22K ﹤0.01% 1192
2025
Q2 		$39.8K Sell
1,955
-672
-26% -$14.1K ﹤0.01% 1217
2025
Q1 		$66.6K Sell
2,627
-70
-3% -$1.84K 0.01% 997
2024
Q4 		$73.3K Buy
+2,697
New +$78.8K 0.01% 976

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BFC Planning, Inc.'s HAL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Halliburton (HAL) stake by 13% in Q2 2026, selling an estimated $7.5K and leaving 1,291 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

BFC Planning, Inc. first reported a position in HAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.3K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • BFC Planning, Inc. held 1,291 shares of Halliburton worth $43.8K as of Q2 2026.
  • BFC Planning, Inc. sold 192 Halliburton shares in Q2 2026, an estimated $7.5K.
  • Halliburton made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1621 holding.
  • BFC Planning, Inc. first reported a position in Halliburton in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Halliburton position peaked at $73.3K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.