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BFC Planning, Inc.’s Helmerich & Payne HP Stock Holding History

BFC Planning, Inc.’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 		$24.1K Buy
736
+382
+108% +$14.3K ﹤0.01% 1921
2026
Q1 		$12.8K Sell
354
-16
-4% -$546 ﹤0.01% 1923
2025
Q4 		$10.6K Buy
370
+16
+5% +$425 ﹤0.01% 2048
2025
Q3 		$7.81K Sell
354
-35
-9% -$645 ﹤0.01% 2029
2025
Q2 		$5.89K Buy
389
+8
+2% +$147 ﹤0.01% 2003
2025
Q1 		$9.9K Buy
381
+32
+9% +$930 ﹤0.01% 1775
2024
Q4 		$11.2K Buy
+349
New +$11.8K ﹤0.01% 1721

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

BFC Planning, Inc. increased its Helmerich & Payne (HP) stake by 108% in Q2 2026, buying an estimated $14.3K and bringing the position to 736 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

BFC Planning, Inc. first reported a position in HP in Q4 2024 and has held it in 7 quarters since. 377 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • BFC Planning, Inc. held 736 shares of Helmerich & Payne worth $24.1K as of Q2 2026.
  • BFC Planning, Inc. bought 382 Helmerich & Payne shares in Q2 2026, an estimated $14.3K.
  • Helmerich & Payne made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1921 holding.
  • BFC Planning, Inc. first reported a position in Helmerich & Payne in Q4 2024 and has held it in 7 quarters since.
  • 377 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

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