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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Eastern Bank's SHEL Position: Q2 2026 in Review

Eastern Bank increased its Shell (SHEL) stake by 27% in Q2 2026, buying an estimated $162K and bringing the position to 8,979 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #242.

Eastern Bank first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Eastern Bank held 8,979 shares of Shell worth $696K as of Q2 2026.
  • Eastern Bank bought 1,882 Shell shares in Q2 2026, an estimated $162K.
  • Shell made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #242 holding.
  • Eastern Bank first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.