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Hickory Point Bank & Trust’s Helen of Troy HELE Stock Holding History

Hickory Point Bank & Trust’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.72K Hold
300
– – 0.01% 362
2026
Q1 		$4.33K Buy
+300
New +$5.24K ﹤0.01% 393

Other funds holding HELE

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Hickory Point Bank & Trust's HELE Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Helen of Troy (HELE) position steady in Q2 2026 at 300 shares worth $8.72K. The position accounts for 0.01% of the portfolio, ranked #362.

Hickory Point Bank & Trust first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Hickory Point Bank & Trust held 300 shares of Helen of Troy worth $8.72K as of Q2 2026.
  • Hickory Point Bank & Trust left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up 0.01% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #362 holding.
  • Hickory Point Bank & Trust first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.