Roxbury Financial
HAL icon

Roxbury Financial’s Halliburton HAL Stock Holding History

Roxbury 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
Q3 		$8.97K Hold
282
– – 0.01% 340
2026
Q2 		$9.6K Hold
282
– – 0.01% 323
2026
Q1 		$11K Hold
282
– – 0.01% 298
2025
Q4 		$7.97K Hold
282
– – 0.01% 307
2025
Q3 		$6.94K Buy
+282
New +$6.24K 0.01% 306

Other funds holding HAL

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Roxbury Financial's HAL Position: Q3 2026 in Review

Roxbury Financial held its Halliburton (HAL) position steady in Q3 2026 at 282 shares worth $8.97K. The position accounts for 0.01% of the portfolio, ranked #340.

Roxbury Financial first reported a position in HAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $11K in Q1 2026. 487 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • Roxbury Financial held 282 shares of Halliburton worth $8.97K as of Q3 2026.
  • Roxbury Financial left its Halliburton share count unchanged in Q3 2026.
  • Halliburton made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #340 holding.
  • Roxbury Financial first reported a position in Halliburton in Q3 2025 and has held it in 5 quarters since.
  • Roxbury Financial's Halliburton position peaked at $11K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.