Key Financial Inc’s Halliburton HAL Stock Holding History

Key Financial 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 Q3	$12.5K	Buy	392 +18	+5%	+$614	﹤0.01%	812
2026 Q2	$12.7K	Hold	374	–	–	﹤0.01%	818
2026 Q1	$14.6K	Hold	374	–	–	﹤0.01%	797
2025 Q4	$10.6K	Hold	374	–	–	﹤0.01%	875
2025 Q3	$9.31K	Hold	374	–	–	﹤0.01%	898
2025 Q2	$7.62K	Sell	374 -113	-23%	-$2.37K	﹤0.01%	928
2025 Q1	$12.4K	Hold	487	–	–	﹤0.01%	768
2024 Q4	$13.2K	Hold	487	–	–	﹤0.01%	757
2024 Q3	$14.1K	Sell	487 -55	-10%	-$1.73K	﹤0.01%	711
2024 Q2	$18.3K	Buy	542 +40	+8%	+$1.48K	﹤0.01%	652
2024 Q1	$19.8K	Hold	502	–	–	0.01%	613
2023 Q4	$18.1K	Hold	502	–	–	0.01%	610
2023 Q3	$20.3K	Buy	502 +338	+206%	+$13.2K	0.01%	564
2023 Q2	$5.41K	Hold	164	–	–	﹤0.01%	911
2023 Q1	$5.19K	Buy	164 +50	+44%	+$1.85K	﹤0.01%	815
2022 Q4	$2.81K	Hold	114	–	–	﹤0.01%	892
2022 Q3	$3K	Buy	114 +113	+11,300%	+$3.23K	﹤0.01%	884
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1119
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1079
2021 Q4	$0	Hold	1	–	–	﹤0.01%	971
2021 Q3	$0	Hold	1	–	–	﹤0.01%	928
2021 Q2	$0	Buy	+1	New	+$22	﹤0.01%	867

Other funds holding HAL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Key Financial Inc's HAL Position: Q3 2026 in Review

Key Financial Inc increased its Halliburton (HAL) stake by 4.8% in Q3 2026, buying an estimated $614 and bringing the position to 392 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Key Financial Inc first reported a position in HAL in Q2 2021 and has held it in 22 quarters since. The position peaked at $20.3K in Q3 2023. 631 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

Key Financial Inc held 392 shares of Halliburton worth $12.5K as of Q3 2026.
Key Financial Inc bought 18 Halliburton shares in Q3 2026, an estimated $614.
Halliburton made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #812 holding.
Key Financial Inc first reported a position in Halliburton in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's Halliburton position peaked at $20.3K in Q3 2023.
631 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.