Greenfield Savings Bank’s Shell SHEL Stock Holding History

Greenfield Savings Bank’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	$442K	Hold	4,654	–	–	0.17%	114
2026 Q2	$361K	Hold	4,654	–	–	0.14%	124
2026 Q1	$433K	Hold	4,654	–	–	0.18%	113
2025 Q4	$342K	Sell	4,654 -225	-5%	-$16.6K	0.14%	123
2025 Q3	$349K	Sell	4,879 -78	-2%	-$5.62K	0.15%	125
2025 Q2	$349K	Sell	4,957 -65	-1%	-$4.36K	0.16%	121
2025 Q1	$368K	Hold	5,022	–	–	0.18%	115
2024 Q4	$315K	Hold	5,022	–	–	0.15%	122
2024 Q3	$331K	Hold	5,022	–	–	0.16%	122
2024 Q2	$362K	Sell	5,022 -276	-5%	-$19.7K	0.19%	109
2024 Q1	$355K	Hold	5,298	–	–	0.19%	115
2023 Q4	$349K	Hold	5,298	–	–	0.2%	109
2023 Q3	$341K	Sell	5,298 -15	-0.3%	-$934	0.21%	106
2023 Q2	$321K	Hold	5,313	–	–	0.22%	100
2023 Q1	$306K	Hold	5,313	–	–	0.2%	109
2022 Q4	$303K	Hold	5,313	–	–	0.2%	109
2022 Q3	$264K	Hold	5,313	–	–	0.19%	114
2022 Q2	$278K	Buy	+5,313	New	+$299K	0.19%	113

Other funds holding SHEL

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Greenfield Savings Bank's SHEL Position: Q3 2026 in Review

Greenfield Savings Bank held its Shell (SHEL) position steady in Q3 2026 at 4,654 shares worth $442K. The position accounts for 0.17% of the portfolio, ranked #114.

Greenfield Savings Bank first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Greenfield Savings Bank held 4,654 shares of Shell worth $442K as of Q3 2026.
Greenfield Savings Bank left its Shell share count unchanged in Q3 2026.
Shell made up 0.17% of Greenfield Savings Bank's portfolio in Q3 2026, its #114 holding.
Greenfield Savings Bank first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.