Parkside Financial Bank & Trust’s Shell SHEL Stock Holding History

Parkside Financial Bank & Trust’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	$179K	Sell	2,307 -4,349	-65%	-$375K	0.01%	541
2026 Q1	$619K	Sell	6,656 -368	-5%	-$29.7K	0.05%	224
2025 Q4	$516K	Buy	7,024 +512	+8%	+$37.7K	0.04%	262
2025 Q3	$466K	Sell	6,512 -272	-4%	-$19.6K	0.04%	263
2025 Q2	$478K	Buy	6,784 +325	+5%	+$21.8K	0.05%	251
2025 Q1	$473K	Buy	6,459 +788	+14%	+$53.1K	0.06%	224
2024 Q4	$355K	Buy	5,671 +200	+4%	+$13.1K	0.05%	260
2024 Q3	$361K	Sell	5,471 -260	-5%	-$18.4K	0.05%	250
2024 Q2	$414K	Sell	5,731 -164	-3%	-$11.7K	0.06%	218
2024 Q1	$395K	Buy	5,895 +362	+7%	+$23.2K	0.06%	224
2023 Q4	$364K	Buy	5,533 +128	+2%	+$8.4K	0.07%	227
2023 Q3	$348K	Buy	5,405 +91	+2%	+$5.66K	0.08%	185
2023 Q2	$321K	Buy	5,314 +56	+1%	+$3.36K	0.08%	191
2023 Q1	$303K	Sell	5,258 -1,715	-25%	-$101K	0.08%	173
2022 Q4	$397K	Buy	6,973 +589	+9%	+$32.5K	0.11%	149
2022 Q3	$318K	Hold	6,384	–	–	0.1%	153
2022 Q2	$334K	Sell	6,384 -130	-2%	-$7.3K	0.1%	157
2022 Q1	$358K	Buy	+6,514	New	+$346K	0.1%	159

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Parkside Financial Bank & Trust's SHEL Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its Shell (SHEL) stake by 65% in Q2 2026, selling an estimated $375K and leaving 2,307 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #541.

Parkside Financial Bank & Trust first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $619K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Parkside Financial Bank & Trust held 2,307 shares of Shell worth $179K as of Q2 2026.
Parkside Financial Bank & Trust sold 4,349 Shell shares in Q2 2026, an estimated $375K.
Shell made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #541 holding.
Parkside Financial Bank & Trust first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Parkside Financial Bank & Trust's Shell position peaked at $619K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.