CoreFirst Bank & Trust’s Shell SHEL Stock Holding History

CoreFirst Bank & Trust’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	$12.9K	Hold	139	–	–	0.01%	261
2025 Q4	$10.2K	Sell	139 -300	-68%	-$22.1K	0.01%	277
2025 Q3	$31.4K	Hold	439	–	–	0.02%	235
2025 Q2	$30.9K	Buy	+439	New	+$29.4K	0.02%	242
2025 Q1	–	Sell	-439	Closed	-$27.5K	–	307
2024 Q4	$27.5K	Hold	439	–	–	0.02%	251
2024 Q3	$29K	Buy	+439	New	+$31.1K	0.02%	243
2024 Q2	–	Sell	-439	Closed	-$29.4K	–	316
2024 Q1	$29.4K	Hold	439	–	–	0.02%	250
2023 Q4	$28.9K	Hold	439	–	–	0.02%	251
2023 Q3	$28.3K	Buy	439 +139	+46%	+$8.65K	0.02%	274
2023 Q2	$18.1K	Buy	300 +83	+38%	+$4.98K	0.01%	282
2023 Q1	$12.5K	Hold	217	–	–	0.01%	305
2022 Q4	$12.4K	Hold	217	–	–	0.01%	320
2022 Q3	$11K	Hold	217	–	–	0.01%	324
2022 Q2	$11K	Buy	+217	New	+$12.2K	0.01%	327

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CoreFirst Bank & Trust's SHEL Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Shell (SHEL) position steady in Q1 2026 at 139 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #261.

CoreFirst Bank & Trust first reported a position in SHEL in Q2 2022 and has held it in 14 quarters since. The position peaked at $31.4K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

CoreFirst Bank & Trust held 139 shares of Shell worth $12.9K as of Q1 2026.
CoreFirst Bank & Trust left its Shell share count unchanged in Q1 2026.
Shell made up 0.01% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #261 holding.
CoreFirst Bank & Trust first reported a position in Shell in Q2 2022 and has held it in 14 quarters since.
CoreFirst Bank & Trust's Shell position peaked at $31.4K in Q3 2025.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.