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Phoenix Financial’s Shoals Technologies Group SHLS Stock Holding History

Phoenix Financial’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
+25,842
New +$235K ﹤0.01% 460

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Phoenix Financial's SHLS Position: Q2 2026 in Review

Phoenix Financial opened a new position in Shoals Technologies Group (SHLS) in Q2 2026: 25,842 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings.

271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Phoenix Financial held 25,842 shares of Shoals Technologies Group worth $255K as of Q2 2026.
  • Shoals Technologies Group was a new Phoenix Financial position in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #460 holding.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.