Israel Discount Bank of New York’s Shell SHEL Stock Holding History

Israel Discount Bank of New York’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	$1.5M	Hold	19,409	–	–	2.79%	15
2026 Q1	$1.81M	Sell	19,409 -15	-0.1%	-$1.21K	3.96%	7
2025 Q4	$1.43M	Hold	19,424	–	–	3.88%	10
2025 Q3	$1.39M	Hold	19,424	–	–	4.11%	9
2025 Q2	$1.37M	Sell	19,424 -5	-0%	-$335	5.19%	8
2025 Q1	$1.42M	Hold	19,429	–	–	1.09%	10
2024 Q4	$1.22M	Hold	19,429	–	–	0.89%	11
2024 Q3	$1.28M	Sell	19,429 -106	-0.5%	-$7.51K	1.91%	9
2024 Q2	$1.41M	Sell	19,535 -4	-0%	-$286	2.25%	11
2024 Q1	$1.31M	Hold	19,539	–	–	1.63%	16
2023 Q4	$1.29M	Sell	19,539 -46	-0.2%	-$3.02K	1.01%	24
2023 Q3	$1.26M	Hold	19,585	–	–	1.05%	21
2023 Q2	$1.18M	Hold	19,585	–	–	0.94%	25
2023 Q1	$1.13M	Buy	19,585 +152	+0.8%	+$8.94K	0.85%	26
2022 Q4	$1.11M	Sell	19,433 -36	-0.2%	-$1.98K	0.94%	25
2022 Q3	$969K	Buy	19,469 +60	+0.3%	+$3.09K	0.8%	28
2022 Q2	$1.01M	Buy	+19,409	New	+$1.09M	0.77%	28

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Israel Discount Bank of New York's SHEL Position: Q2 2026 in Review

Israel Discount Bank of New York held its Shell (SHEL) position steady in Q2 2026 at 19,409 shares worth $1.5M. The position accounts for 2.79% of the portfolio, ranked #15.

Israel Discount Bank of New York first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q1 2026. 1,186 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Israel Discount Bank of New York held 19,409 shares of Shell worth $1.5M as of Q2 2026.
Israel Discount Bank of New York left its Shell share count unchanged in Q2 2026.
Shell made up 2.79% of Israel Discount Bank of New York's portfolio in Q2 2026, its #15 holding.
Israel Discount Bank of New York first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Israel Discount Bank of New York's Shell position peaked at $1.81M in Q1 2026.
1,186 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.