EB
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Eastern Bank’s Shell SHEL Stock Holding History

Eastern Bank’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
Q3 		$889K Buy
9,358
+379
+4% +$34.2K 0.01% 216
2026
Q2 		$696K Buy
8,979
+1,882
+27% +$162K 0.01% 242
2026
Q1 		$660K Buy
7,097
+394
+6% +$31.8K 0.01% 245
2025
Q4 		$493K Sell
6,703
-138
-2% -$10.2K 0.01% 266
2025
Q3 		$489K Hold
6,841
– – 0.01% 253
2025
Q2 		$482K Sell
6,841
-194
-3% -$13K 0.01% 255
2025
Q1 		$516K Sell
7,035
-1,851
-21% -$125K 0.01% 262
2024
Q4 		$557K Sell
8,886
-665
-7% -$43.6K 0.01% 264
2024
Q3 		$630K Buy
+9,551
New +$676K 0.01% 263
2024
Q1 		– Sell
-5,550
Closed -$365K – 207
2023
Q4 		$365K Buy
+5,550
New +$364K 0.02% 171

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Eastern Bank's SHEL Position: Q3 2026 in Review

Eastern Bank increased its Shell (SHEL) stake by 4.2% in Q3 2026, buying an estimated $34.2K and bringing the position to 9,358 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #216.

Eastern Bank first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Eastern Bank held 9,358 shares of Shell worth $889K as of Q3 2026.
  • Eastern Bank bought 379 Shell shares in Q3 2026, an estimated $34.2K.
  • Shell made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #216 holding.
  • Eastern Bank first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.