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UMB Bank’s Helmerich & Payne HP Stock Holding History

UMB Bank’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 		$18.8K Buy
522
+12
+2% +$409 ﹤0.01% 1626
2025
Q4 		$14.6K Buy
510
+77
+18% +$2.04K ﹤0.01% 1667
2025
Q3 		$9.56K Buy
433
+63
+17% +$1.16K ﹤0.01% 1685
2025
Q2 		$5.61K Sell
370
-538
-59% -$9.86K ﹤0.01% 1791
2025
Q1 		$23.7K Sell
908
-190
-17% -$5.52K ﹤0.01% 1281
2024
Q4 		$35.2K Sell
1,098
-1,339
-55% -$45.5K ﹤0.01% 1050
2024
Q3 		$74.1K Buy
2,437
+185
+8% +$6.39K ﹤0.01% 765
2024
Q2 		$81.4K Buy
2,252
+8
+0.4% +$308 ﹤0.01% 736
2024
Q1 		$94.4K Sell
2,244
-56
-2% -$2.12K ﹤0.01% 712
2023
Q4 		$83.3K Hold
2,300
– – ﹤0.01% 739
2023
Q3 		$97K Hold
2,300
– – ﹤0.01% 697
2023
Q2 		$81.5K Sell
2,300
-499
-18% -$17K ﹤0.01% 736
2023
Q1 		$100K Buy
2,799
+299
+12% +$12.9K ﹤0.01% 693
2022
Q4 		$124K Sell
2,500
-1,700
-40% -$80.9K ﹤0.01% 659
2022
Q3 		$156K Sell
4,200
-10,500
-71% -$442K ﹤0.01% 640
2022
Q2 		$633K Sell
14,700
-1,000
-6% -$46.5K 0.01% 430
2022
Q1 		$671K Hold
15,700
– – 0.01% 440
2021
Q4 		$372K Buy
+15,700
New +$447K ﹤0.01% 540
2018
Q4 		– Sell
-3,121
Closed -$215K – 342
2018
Q3 		$215K Buy
+3,121
New +$199K 0.01% 337

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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

UMB Bank's HP Position: Q1 2026 in Review

UMB Bank increased its Helmerich & Payne (HP) stake by 2.4% in Q1 2026, buying an estimated $409 and bringing the position to 522 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

UMB Bank first reported a position in HP in Q3 2018 and has held it in 19 quarters since. The position peaked at $671K in Q1 2022. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • UMB Bank held 522 shares of Helmerich & Payne worth $18.8K as of Q1 2026.
  • UMB Bank bought 12 Helmerich & Payne shares in Q1 2026, an estimated $409.
  • Helmerich & Payne made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1626 holding.
  • UMB Bank first reported a position in Helmerich & Payne in Q3 2018 and has held it in 19 quarters since.
  • UMB Bank's Helmerich & Payne position peaked at $671K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.