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Summit Securities Group’s Helmerich & Payne HP Stock Holding History

Summit Securities Group’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
2015
Q2 		– Sell
-30
Closed -$100K – 526
2015
Q1 		$100K Buy
+30
New +$1.96K 0.07% 123

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American Century Companies
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Summit Securities Group's HP Position: Q2 2026 in Review

Summit Securities Group increased its Helmerich & Payne (HP) stake by 20,012% in Q2 2026, buying an estimated $187K and bringing the position to 5,028 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #306.

Summit Securities Group first reported a position in HP in Q4 2013 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Summit Securities Group held 5,028 shares of Helmerich & Payne worth $165K as of Q2 2026.
  • Summit Securities Group bought 5,003 Helmerich & Payne shares in Q2 2026, an estimated $187K.
  • Helmerich & Payne made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #306 holding.
  • Summit Securities Group first reported a position in Helmerich & Payne in Q4 2013 and has held it in 12 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.