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Founders Financial Alliance’s Shell SHEL Stock Holding History

Founders Financial Alliance’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 		$225K Sell
2,904
-312
-10% -$26.9K 0.03% 400
2026
Q1 		$299K Buy
+3,216
New +$260K 0.05% 298
2025
Q4 		– Sell
-3,256
Closed -$233K – 697
2025
Q3 		$233K Buy
+3,256
New +$234K 0.04% 344
2025
Q2 		– Sell
-3,411
Closed -$250K – 605
2025
Q1 		$250K Sell
3,411
-96
-3% -$6.47K 0.06% 291
2024
Q4 		$220K Sell
3,507
-2,990
-46% -$196K 0.06% 263
2024
Q3 		$429K Sell
6,497
-191
-3% -$13.5K 0.12% 167
2024
Q2 		$483K Buy
6,688
+57
+0.9% +$4.07K 0.14% 139
2024
Q1 		$445K Buy
6,631
+34
+0.5% +$2.18K 0.13% 157
2023
Q4 		$434K Sell
6,597
-379
-5% -$24.9K 0.17% 122
2023
Q3 		$449K Sell
6,976
-562
-7% -$35K 0.2% 108
2023
Q2 		$455K Buy
7,538
+652
+9% +$39.1K 0.18% 121
2023
Q1 		$404K Sell
6,886
-781
-10% -$45.9K 0.2% 116
2022
Q4 		$437K Buy
7,667
+21
+0.3% +$1.16K 0.2% 114
2022
Q3 		$380K Buy
7,646
+2,007
+36% +$103K 0.19% 119
2022
Q2 		$295K Buy
+5,639
New +$317K 0.15% 156

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

Founders Financial Alliance's SHEL Position: Q2 2026 in Review

Founders Financial Alliance reduced its Shell (SHEL) stake by 9.7% in Q2 2026, selling an estimated $26.9K and leaving 2,904 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #400.

Founders Financial Alliance first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $483K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Founders Financial Alliance held 2,904 shares of Shell worth $225K as of Q2 2026.
  • Founders Financial Alliance sold 312 Shell shares in Q2 2026, an estimated $26.9K.
  • Shell made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #400 holding.
  • Founders Financial Alliance first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
  • Founders Financial Alliance's Shell position peaked at $483K in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.