Howard Financial Services’s Shell SHEL Stock Holding History

Howard Financial Services’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	$257K	Buy	+3,316	New	+$286K	0.03%	207

Other funds holding SHEL

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Howard Financial Services's SHEL Position: Q2 2026 in Review

Howard Financial Services opened a new position in Shell (SHEL) in Q2 2026: 3,316 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings.

559 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Howard Financial Services held 3,316 shares of Shell worth $257K as of Q2 2026.
Shell was a new Howard Financial Services position in Q2 2026.
Shell made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #207 holding.
559 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.