Frisch Financial Group
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Frisch Financial Group’s Shell SHEL Stock Holding History

Frisch Financial Group’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
Q3 		$230K Buy
+2,423
New +$219K 0.04% 182
2026
Q2 		– Sell
-2,435
Closed -$226K – 196
2026
Q1 		$226K Buy
+2,435
New +$197K 0.05% 157

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Frisch Financial Group's SHEL Position: Q3 2026 in Review

Frisch Financial Group opened a new position in Shell (SHEL) in Q3 2026: 2,423 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: Frisch Financial Group previously reported a position in SHEL as recently as Q1 2026.

Frisch Financial Group first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Frisch Financial Group held 2,423 shares of Shell worth $230K as of Q3 2026.
  • Shell was a new Frisch Financial Group position in Q3 2026.
  • Shell made up 0.04% of Frisch Financial Group's portfolio in Q3 2026, its #182 holding.
  • Frisch Financial Group first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Frisch Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.