SFC
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SYM Financial Corp’s Halliburton HAL Stock Holding History

SYM Financial Corp’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 		$532K Sell
13,650
-1,802
-12% -$62.4K 0.05% 121
2025
Q4 		$437K Buy
15,452
+1,350
+10% +$35.6K 0.04% 146
2025
Q3 		$347K Sell
14,102
-949
-6% -$21K 0.04% 185
2025
Q2 		$307K Buy
15,051
+5,337
+55% +$112K 0.03% 204
2025
Q1 		$246K Buy
+9,714
New +$255K 0.03% 210

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

SYM Financial Corp's HAL Position: Q1 2026 in Review

SYM Financial Corp reduced its Halliburton (HAL) stake by 12% in Q1 2026, selling an estimated $62.4K and leaving 13,650 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #121.

SYM Financial Corp first reported a position in HAL in Q1 2025 and has held it in 5 quarters since. 1,189 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • SYM Financial Corp held 13,650 shares of Halliburton worth $532K as of Q1 2026.
  • SYM Financial Corp sold 1,802 Halliburton shares in Q1 2026, an estimated $62.4K.
  • Halliburton made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #121 holding.
  • SYM Financial Corp first reported a position in Halliburton in Q1 2025 and has held it in 5 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.