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Transamerica Financial Advisors’s Helmerich & Payne HP Stock Holding History

Transamerica Financial Advisors’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 		$2.11K Sell
58
-1
-2% -$34 ﹤0.01% 1199
2025
Q4 		$1.68K Buy
59
+9
+18% +$239 ﹤0.01% 1162
2025
Q3 		$1.1K Buy
+50
New +$922 ﹤0.01% 1157

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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

Transamerica Financial Advisors's HP Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Helmerich & Payne (HP) stake by 1.7% in Q1 2026, selling an estimated $34 and leaving 58 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Transamerica Financial Advisors first reported a position in HP in Q3 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Transamerica Financial Advisors held 58 shares of Helmerich & Payne worth $2.11K as of Q1 2026.
  • Transamerica Financial Advisors sold 1 Helmerich & Payne share in Q1 2026, an estimated $34.
  • Helmerich & Payne made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1199 holding.
  • Transamerica Financial Advisors first reported a position in Helmerich & Payne in Q3 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.