Raymond James Financial
HAL icon

Raymond James Financial’s Halliburton HAL Stock Holding History

Raymond James Financial’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
Q1 		$33.5M Sell
859,022
-38,896
-4% -$1.35M 0.01% 1124
2025
Q4 		$25.4M Sell
897,918
-74,965
-8% -$1.98M 0.01% 1273
2025
Q3 		$23.9M Sell
972,883
-93,657
-9% -$2.07M 0.01% 1293
2025
Q2 		$21.7M Sell
1,066,540
-539,211
-34% -$11.3M 0.01% 1312
2025
Q1 		$40.7M Sell
1,605,751
-371,525
-19% -$9.77M 0.02% 825
2024
Q4 		$53.8M Buy
+1,977,276
New +$57.8M 0.02% 683

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's HAL Position: Q1 2026 in Review

Raymond James Financial reduced its Halliburton (HAL) stake by 4.3% in Q1 2026, selling an estimated $1.35M and leaving 859,022 shares worth $33.5M. The position accounts for 0.01% of the portfolio, ranked #1124.

Raymond James Financial first reported a position in HAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.8M in Q4 2024. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • Raymond James Financial held 859,022 shares of Halliburton worth $33.5M as of Q1 2026.
  • Raymond James Financial sold 38,896 Halliburton shares in Q1 2026, an estimated $1.35M.
  • Halliburton made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1124 holding.
  • Raymond James Financial first reported a position in Halliburton in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Halliburton position peaked at $53.8M in Q4 2024.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.