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Founders Financial Securities’s Shell SHEL Stock Holding History

Founders Financial Securities’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 		$331K Buy
4,265
+6
+0.1% +$518 0.02% 450
2026
Q1 		$388K Buy
4,259
+117
+3% +$9.45K 0.02% 407
2025
Q4 		$304K Buy
4,142
+182
+5% +$13.4K 0.02% 474
2025
Q3 		$283K Buy
3,960
+311
+9% +$22.4K 0.02% 432
2025
Q2 		$257K Sell
3,649
-7,052
-66% -$473K 0.02% 444
2025
Q1 		$706K Sell
10,701
-367
-3% -$24.7K 0.06% 268
2024
Q4 		$693K Buy
11,068
+242
+2% +$15.9K 0.06% 227
2024
Q3 		$714K Sell
10,826
-123
-1% -$8.71K 0.07% 217
2024
Q2 		$790K Buy
10,949
+13
+0.1% +$929 0.07% 214
2024
Q1 		$733K Buy
+10,936
New +$701K 0.08% 207

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 Securities's SHEL Position: Q2 2026 in Review

Founders Financial Securities increased its Shell (SHEL) stake by 0.14% in Q2 2026, buying an estimated $518 and bringing the position to 4,265 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #450.

Founders Financial Securities first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $790K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Founders Financial Securities held 4,265 shares of Shell worth $331K as of Q2 2026.
  • Founders Financial Securities bought 6 Shell shares in Q2 2026, an estimated $518.
  • Shell made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #450 holding.
  • Founders Financial Securities first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
  • Founders Financial Securities's Shell position peaked at $790K in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.