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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
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
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

Parkside Financial Bank & Trust's SHEL Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Shell (SHEL) stake by 5.2% in Q1 2026, selling an estimated $29.7K and leaving 6,656 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #224.

Parkside Financial Bank & Trust first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Parkside Financial Bank & Trust held 6,656 shares of Shell worth $619K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 368 Shell shares in Q1 2026, an estimated $29.7K.
  • Shell made up 0.05% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #224 holding.
  • Parkside Financial Bank & Trust first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.