SevenBridge Financial Group’s Shell SHEL Stock Holding History

SevenBridge Financial Group’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	–	Sell	-2,258	Closed	-$202K	–	216
2026 Q1	$202K	Buy	+2,258	New	+$182K	0.03%	194
2025 Q1	–	Sell	-3,929	Closed	-$265K	–	226
2024 Q4	$265K	Hold	3,929	–	–	0.05%	191
2024 Q3	$263K	Sell	3,929 -43	-1%	-$3.04K	0.05%	193
2024 Q2	$277K	Sell	3,972 -220	-5%	-$15.7K	0.06%	178
2024 Q1	$303K	Sell	4,192 -892	-18%	-$57.2K	0.07%	171
2023 Q4	$335K	Sell	5,084 -50	-1%	-$3.28K	0.08%	154
2023 Q3	$331K	Buy	5,134 +88	+2%	+$5.48K	0.09%	146
2023 Q2	$305K	Sell	5,046 -255	-5%	-$15.3K	0.08%	150
2023 Q1	$305K	Hold	5,301	–	–	0.08%	149
2022 Q4	$302K	Hold	5,301	–	–	0.09%	155
2022 Q3	$264K	Hold	5,301	–	–	0.09%	147
2022 Q2	$277K	Sell	5,301 -200	-4%	-$11.2K	0.11%	118
2022 Q1	$302K	Buy	+5,501	New	+$292K	0.11%	131

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

SevenBridge Financial Group's SHEL Position: Q2 2026 in Review

SevenBridge Financial Group sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,258 shares — an estimated $202K sold.

SevenBridge Financial Group first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $335K in Q4 2023. 1,529 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

SevenBridge Financial Group reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
SevenBridge Financial Group sold 2,258 Shell shares in Q2 2026, an estimated $202K.
SevenBridge Financial Group first reported a position in Shell in Q1 2022 and held it in 13 quarters.
SevenBridge Financial Group's Shell position peaked at $335K in Q4 2023.
1,529 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.