Mather Group
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Mather Group’s Halliburton HAL Stock Holding History

Mather Group’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 		$433K Buy
13,620
+1,182
+10% +$40.3K ﹤0.01% 579
2026
Q2 		$422K Buy
12,438
+820
+7% +$32K ﹤0.01% 585
2026
Q1 		$453K Buy
11,618
+475
+4% +$16.4K ﹤0.01% 520
2025
Q4 		$315K Buy
11,143
+39
+0.4% +$1.03K ﹤0.01% 514
2025
Q3 		$273K Buy
+11,104
New +$246K ﹤0.01% 540
2025
Q2 		– Sell
-6,045
Closed -$153K – 1068
2025
Q1 		$153K Sell
6,045
-3,089
-34% -$81.2K ﹤0.01% 662
2024
Q4 		$248K Sell
9,134
-901
-9% -$26.3K ﹤0.01% 502
2024
Q3 		$292K Sell
10,035
-926
-8% -$29.2K ﹤0.01% 477
2024
Q2 		$432K Buy
10,961
+734
+7% +$27.1K 0.01% 443
2024
Q1 		$370K Sell
10,227
-35
-0.3% -$1.25K 0.01% 392
2023
Q4 		$371K Buy
10,262
+1,101
+12% +$42.3K 0.01% 405
2023
Q3 		$371K Buy
9,161
+2,423
+36% +$94.9K 0.01% 390
2023
Q2 		$222K Buy
+6,738
New +$213K ﹤0.01% 527
2022
Q2 		– Sell
-6,452
Closed -$244K – 424
2022
Q1 		$244K Buy
+6,452
New +$209K ﹤0.01% 385

Other funds holding HAL

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mather Group's HAL Position: Q3 2026 in Review

Mather Group increased its Halliburton (HAL) stake by 9.5% in Q3 2026, buying an estimated $40.3K and bringing the position to 13,620 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Mather Group first reported a position in HAL in Q1 2022 and has held it in 14 quarters since. The position peaked at $453K in Q1 2026. 205 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Mather Group held 13,620 shares of Halliburton worth $433K as of Q3 2026.
  • Mather Group bought 1,182 Halliburton shares in Q3 2026, an estimated $40.3K.
  • Halliburton made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #579 holding.
  • Mather Group first reported a position in Halliburton in Q1 2022 and has held it in 14 quarters since.
  • Mather Group's Halliburton position peaked at $453K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.