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SBI Securities’s Helmerich & Payne HP Stock Holding History

SBI Securities’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 		$117K Sell
3,254
-1,058
-25% -$36.1K ﹤0.01% 806
2025
Q4 		$124K Sell
4,312
-651
-13% -$17.3K ﹤0.01% 775
2025
Q3 		$110K Buy
4,963
+23
+0.5% +$424 ﹤0.01% 828
2025
Q2 		$74.9K Buy
4,940
+1,063
+27% +$19.5K ﹤0.01% 916
2025
Q1 		$101K Sell
3,877
-224
-5% -$6.51K ﹤0.01% 743
2024
Q4 		$131K Buy
+4,101
New +$139K ﹤0.01% 674

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities's HP Position: Q1 2026 in Review

SBI Securities reduced its Helmerich & Payne (HP) stake by 25% in Q1 2026, selling an estimated $36.1K and leaving 3,254 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

SBI Securities first reported a position in HP in Q4 2024 and has held it in 6 quarters since. The position peaked at $131K in Q4 2024. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • SBI Securities held 3,254 shares of Helmerich & Payne worth $117K as of Q1 2026.
  • SBI Securities sold 1,058 Helmerich & Payne shares in Q1 2026, an estimated $36.1K.
  • Helmerich & Payne made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #806 holding.
  • SBI Securities first reported a position in Helmerich & Payne in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Helmerich & Payne position peaked at $131K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.