UMB Bank’s Helix Energy Solutions HLX Stock Holding History

UMB Bank’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21K	Hold	596	–	–	﹤0.01%	2089
2026 Q1	$5.89K	Buy	596 +24	+4%	+$204	﹤0.01%	2005
2025 Q4	$3.59K	Sell	572 -20	-3%	-$133	﹤0.01%	2087
2025 Q3	$3.88K	Buy	592 +35	+6%	+$220	﹤0.01%	1938
2025 Q2	$3.48K	Sell	557 -367	-40%	-$2.43K	﹤0.01%	1915
2025 Q1	$7.68K	Buy	924 +839	+987%	+$7.07K	﹤0.01%	1632
2024 Q4	$792	Sell	85 -165	-66%	-$1.66K	﹤0.01%	2013
2024 Q3	$2.77K	Buy	250 +102	+69%	+$1.12K	﹤0.01%	1900
2024 Q2	$1.77K	Buy	148 +84	+131%	+$937	﹤0.01%	1820
2024 Q1	$694	Buy	+64	New	+$623	﹤0.01%	1895
2023 Q3	–	Sell	-1,000	Closed	-$7.38K	–	1720
2023 Q2	$7.38K	Hold	1,000	–	–	﹤0.01%	1358
2023 Q1	$7.74K	Hold	1,000	–	–	﹤0.01%	1339
2022 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1376
2022 Q3	$4K	Hold	1,000	–	–	﹤0.01%	1500
2022 Q2	$3K	Hold	1,000	–	–	﹤0.01%	1665
2022 Q1	$5K	Hold	1,000	–	–	﹤0.01%	1654
2021 Q4	$3K	Buy	+1,000	New	+$3.69K	﹤0.01%	1741

Other funds holding HLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's HLX Position: Q2 2026 in Review

UMB Bank held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 596 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

UMB Bank first reported a position in HLX in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.74K in Q1 2023. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

UMB Bank held 596 shares of Helix Energy Solutions worth $5.21K as of Q2 2026.
UMB Bank left its Helix Energy Solutions share count unchanged in Q2 2026.
Helix Energy Solutions made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2089 holding.
UMB Bank first reported a position in Helix Energy Solutions in Q4 2021 and has held it in 17 quarters since.
UMB Bank's Helix Energy Solutions position peaked at $7.74K in Q1 2023.
285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.