First Business Financial Services’s Shell SHEL Stock Holding History

First Business Financial Services’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	–	Sell	-2,257	Closed	-$210K	–	204
2026 Q1	$210K	Buy	+2,257	New	+$182K	0.02%	180
2023 Q4	–	Sell	-14,140	Closed	-$910K	–	169
2023 Q3	$910K	Buy	14,140 +209	+2%	+$13K	0.12%	83
2023 Q2	$841K	Buy	13,931 +194	+1%	+$11.6K	0.1%	82
2023 Q1	$790K	Buy	13,737 +1,282	+10%	+$75.4K	0.1%	84
2022 Q4	$709K	Buy	12,455 +308	+3%	+$17K	0.1%	86
2022 Q3	$604K	Buy	12,147 +1,173	+11%	+$60.4K	0.09%	89
2022 Q2	$574K	Buy	+10,974	New	+$617K	0.08%	95

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Business Financial Services's SHEL Position: Q2 2026 in Review

First Business Financial Services sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,257 shares — an estimated $210K sold.

First Business Financial Services first reported a position in SHEL in Q2 2022 and held it in 7 quarters. The position peaked at $910K in Q3 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

First Business Financial Services reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
First Business Financial Services sold 2,257 Shell shares in Q2 2026, an estimated $210K.
First Business Financial Services first reported a position in Shell in Q2 2022 and held it in 7 quarters.
First Business Financial Services's Shell position peaked at $910K in Q3 2023.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.