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Bank OZK’s Shell SHEL Stock Holding History

Bank OZK’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.63M Buy
28,333
+2,302
+9% +$186K 0.93% 39
2025
Q4 		$1.91M Buy
26,031
+497
+2% +$36.6K 0.68% 52
2025
Q3 		$1.83M Buy
25,534
+2,564
+11% +$185K 0.65% 58
2025
Q2 		$1.62M Buy
22,970
+1,234
+6% +$82.7K 0.62% 58
2025
Q1 		$1.59M Buy
21,736
+4,455
+26% +$300K 0.66% 58
2024
Q4 		$1.08M Buy
17,281
+2,222
+15% +$146K 0.45% 74
2024
Q3 		$993K Sell
15,059
-47
-0.3% -$3.33K 0.41% 80
2024
Q2 		$1.09M Buy
15,106
+3,278
+28% +$234K 0.47% 72
2024
Q1 		$793K Buy
11,828
+5,244
+80% +$336K 0.35% 87
2023
Q4 		$433K Buy
+6,584
New +$432K 0.21% 102

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank OZK's SHEL Position: Q1 2026 in Review

Bank OZK increased its Shell (SHEL) stake by 8.8% in Q1 2026, buying an estimated $186K and bringing the position to 28,333 shares worth $2.63M. The position accounts for 0.93% of the portfolio, ranked #39.

Bank OZK first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Bank OZK held 28,333 shares of Shell worth $2.63M as of Q1 2026.
  • Bank OZK bought 2,302 Shell shares in Q1 2026, an estimated $186K.
  • Shell made up 0.93% of Bank OZK's portfolio in Q1 2026, its #39 holding.
  • Bank OZK first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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