Key Financial Inc’s Helmerich & Payne HP Stock Holding History

Key Financial 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 Q1	$2.31K	Hold	64	–	–	﹤0.01%	1156
2025 Q4	$1.84K	Hold	64	–	–	﹤0.01%	1184
2025 Q3	$1.48K	Hold	64	–	–	﹤0.01%	1229
2025 Q2	$970	Hold	64	–	–	﹤0.01%	1269
2025 Q1	$1.67K	Hold	64	–	–	﹤0.01%	1161
2024 Q4	$2.05K	Buy	+64	New	+$2.17K	﹤0.01%	1148

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's HP Position: Q1 2026 in Review

Key Financial Inc held its Helmerich & Payne (HP) position steady in Q1 2026 at 64 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Key Financial Inc first reported a position in HP in Q4 2024 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Key Financial Inc held 64 shares of Helmerich & Payne worth $2.31K as of Q1 2026.
Key Financial Inc left its Helmerich & Payne share count unchanged in Q1 2026.
Helmerich & Payne made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1156 holding.
Key Financial Inc first reported a position in Helmerich & Payne in Q4 2024 and has held it in 6 quarters since.
374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.