Southern Michigan Bank & Trust’s Shell SHEL Stock Holding History

Southern Michigan 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	$132K	Sell	1,707 -12	-0.7%	-$1.04K	0.05%	121
2026 Q1	$160K	Buy	+1,719	New	+$139K	0.06%	101

Other funds holding SHEL

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Southern Michigan Bank & Trust's SHEL Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Shell (SHEL) stake by 0.7% in Q2 2026, selling an estimated $1.04K and leaving 1,707 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #121.

Southern Michigan Bank & Trust first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $160K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Southern Michigan Bank & Trust held 1,707 shares of Shell worth $132K as of Q2 2026.
Southern Michigan Bank & Trust sold 12 Shell shares in Q2 2026, an estimated $1.04K.
Shell made up 0.05% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #121 holding.
Southern Michigan Bank & Trust first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
Southern Michigan Bank & Trust's Shell position peaked at $160K in Q1 2026.
1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.