Root Financial Partners
HAL icon

Root Financial Partners’s Halliburton HAL Stock Holding History

Root Financial Partners’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 		$115K Buy
+3,606
New +$123K ﹤0.01% 670
2026
Q2 		– Sell
-3,130
Closed -$122K – 1583
2026
Q1 		$122K Buy
3,130
+1,293
+70% +$44.7K 0.01% 495
2025
Q4 		$51.9K Buy
1,837
+528
+40% +$13.9K ﹤0.01% 697
2025
Q3 		$32.2K Buy
+1,309
New +$29K ﹤0.01% 857

Other funds holding HAL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Root Financial Partners's HAL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Halliburton (HAL) in Q3 2026: 3,606 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HAL as recently as Q1 2026.

Root Financial Partners first reported a position in HAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $122K in Q1 2026. 401 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Root Financial Partners held 3,606 shares of Halliburton worth $115K as of Q3 2026.
  • Halliburton was a new Root Financial Partners position in Q3 2026.
  • Halliburton made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #670 holding.
  • Root Financial Partners first reported a position in Halliburton in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Halliburton position peaked at $122K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.