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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
Q2 		$1.92K Hold
58
– – ﹤0.01% 1325
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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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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

Transamerica Financial Advisors's HP Position: Q2 2026 in Review

Transamerica Financial Advisors held its Helmerich & Payne (HP) position steady in Q2 2026 at 58 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Transamerica Financial Advisors first reported a position in HP in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.11K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Transamerica Financial Advisors held 58 shares of Helmerich & Payne worth $1.92K as of Q2 2026.
  • Transamerica Financial Advisors left its Helmerich & Payne share count unchanged in Q2 2026.
  • Helmerich & Payne made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1325 holding.
  • Transamerica Financial Advisors first reported a position in Helmerich & Payne in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Helmerich & Payne position peaked at $2.11K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.