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FineMark National Bank & Trust’s Shell SHEL Stock Holding History

FineMark National 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
2025
Q4 		$12.6M Buy
170,993
+5,991
+4% +$441K 0.39% 68
2025
Q3 		$11.8M Sell
165,002
-6,669
-4% -$480K 0.39% 69
2025
Q2 		$12.1M Sell
171,671
-1,037
-0.6% -$69.5K 0.41% 69
2025
Q1 		$12.7M Sell
172,708
-1,906
-1% -$128K 0.46% 66
2024
Q4 		$10.9M Sell
174,614
-2,238
-1% -$147K 0.38% 78
2024
Q3 		$11.7M Sell
176,852
-3,402
-2% -$241K 0.41% 75
2024
Q2 		$13M Sell
180,254
-1,254
-0.7% -$89.6K 0.48% 63
2024
Q1 		$12.2M Sell
181,508
-2,016
-1% -$129K 0.45% 67
2023
Q4 		$12.1M Sell
183,524
-1,119
-0.6% -$73.4K 0.49% 58
2023
Q3 		$11.9M Sell
184,643
-4,728
-2% -$294K 0.52% 51
2023
Q2 		$11.4M Sell
189,371
-2,646
-1% -$159K 0.47% 54
2023
Q1 		$11M Buy
192,017
+4,471
+2% +$263K 0.47% 58
2022
Q4 		$10.7M Sell
187,546
-560
-0.3% -$30.9K 0.48% 53
2022
Q3 		$9.36M Buy
188,106
+2,092
+1% +$108K 0.45% 53
2022
Q2 		$9.73M Buy
186,014
+12,493
+7% +$702K 0.43% 59
2022
Q1 		$9.53M Buy
+173,521
New +$9.21M 0.38% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FineMark National Bank & Trust's SHEL Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Shell (SHEL) stake by 3.6% in Q4 2025, buying an estimated $441K and bringing the position to 170,993 shares worth $12.6M. The position accounts for 0.39% of the portfolio, ranked #68.

FineMark National Bank & Trust first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $13M in Q2 2024. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • FineMark National Bank & Trust held 170,993 shares of Shell worth $12.6M as of Q4 2025.
  • FineMark National Bank & Trust bought 5,991 Shell shares in Q4 2025, an estimated $441K.
  • Shell made up 0.39% of FineMark National Bank & Trust's portfolio in Q4 2025, its #68 holding.
  • FineMark National Bank & Trust first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • FineMark National Bank & Trust's Shell position peaked at $13M in Q2 2024.
  • 1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.