Geode Capital Management
SHFS icon

Geode Capital Management’s SHF Holdings SHFS Stock Holding History

Geode Capital Management’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.16K Sell
38,165
-2,273
-6% -$1.27K ﹤0.01% 4428
2026
Q1 		$33.6K Buy
40,438
+27,787
+220% +$27.2K ﹤0.01% 4393
2025
Q4 		$13.4K Sell
12,651
-1,046
-8% -$2.61K ﹤0.01% 4415
2025
Q3 		$98.1K Hold
13,697
– – ﹤0.01% 4137
2025
Q2 		$29.7K Sell
13,697
-464
-3% -$1.22K ﹤0.01% 4311
2025
Q1 		$60.8K Buy
14,161
+2,133
+18% +$15.4K ﹤0.01% 4157
2024
Q4 		$108K Hold
12,028
– – ﹤0.01% 4075
2024
Q3 		$133K Buy
12,028
+2,407
+25% +$29.2K ﹤0.01% 4029
2024
Q2 		$103K Buy
9,621
+3,099
+48% +$44.9K ﹤0.01% 4131
2024
Q1 		$126K Buy
6,522
+1,912
+41% +$39.9K ﹤0.01% 4089
2023
Q4 		$131K Hold
4,610
– – ﹤0.01% 4090
2023
Q3 		$72.9K Sell
4,610
-2,699
-37% -$28.9K ﹤0.01% 4328
2023
Q2 		$77.5K Buy
+7,309
New +$74.2K ﹤0.01% 4406

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.51% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Geode Capital Management's SHFS Position: Q2 2026 in Review

Geode Capital Management reduced its SHF Holdings (SHFS) stake by 5.6% in Q2 2026, selling an estimated $1.27K and leaving 38,165 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4428.

Geode Capital Management first reported a position in SHFS in Q2 2023 and has held it in 13 quarters since. The position peaked at $133K in Q3 2024. 10 funds tracked by Wall St. Rank hold SHFS as of Q2 2026.

  • Geode Capital Management held 38,165 shares of SHF Holdings worth $9.16K as of Q2 2026.
  • Geode Capital Management sold 2,273 SHF Holdings shares in Q2 2026, an estimated $1.27K.
  • SHF Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #4428 holding.
  • Geode Capital Management first reported a position in SHF Holdings in Q2 2023 and has held it in 13 quarters since.
  • Geode Capital Management's SHF Holdings position peaked at $133K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held SHF Holdings as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.