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NBT Bank’s Shell SHEL Stock Holding History

NBT 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
Q1 		$759K Sell
8,166
-32
-0.4% -$2.59K 0.05% 234
2025
Q4 		$600K Buy
8,198
+73
+0.9% +$5.38K 0.04% 249
2025
Q3 		$581K Sell
8,125
-1,000
-11% -$72K 0.04% 257
2025
Q2 		$642K Sell
9,125
-100
-1% -$6.7K 0.04% 246
2025
Q1 		$676K Sell
9,225
-100
-1% -$6.74K 0.05% 242
2024
Q4 		$584K Sell
9,325
-100
-1% -$6.55K 0.04% 258
2024
Q3 		$622K Sell
9,425
-125
-1% -$8.85K 0.04% 258
2024
Q2 		$689K Hold
9,550
– – 0.05% 246
2024
Q1 		$640K Sell
9,550
-82
-0.9% -$5.25K 0.05% 248
2023
Q4 		$634K Buy
9,632
+1,782
+23% +$117K 0.05% 241
2023
Q3 		$505K Sell
7,850
-2,000
-20% -$124K 0.05% 217
2023
Q2 		$595K Hold
9,850
– – 0.08% 163
2023
Q1 		$567K Hold
9,850
– – 0.08% 168
2022
Q4 		$561K Buy
9,850
+3
+0% +$165 0.08% 166
2022
Q3 		$490K Sell
9,847
-3
-0% -$155 0.08% 162
2022
Q2 		$515K Buy
+9,850
New +$553K 0.08% 160

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NBT Bank's SHEL Position: Q1 2026 in Review

NBT Bank reduced its Shell (SHEL) stake by 0.39% in Q1 2026, selling an estimated $2.59K and leaving 8,166 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #234.

NBT Bank first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • NBT Bank held 8,166 shares of Shell worth $759K as of Q1 2026.
  • NBT Bank sold 32 Shell shares in Q1 2026, an estimated $2.59K.
  • Shell made up 0.05% of NBT Bank's portfolio in Q1 2026, its #234 holding.
  • NBT Bank first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.