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Synovus Financial’s Shell SHEL Stock Holding History

Synovus Financial’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
2025
Q3 		$10.5M Buy
146,330
+5,385
+4% +$388K 0.12% 112
2025
Q2 		$9.92M Buy
140,945
+7,429
+6% +$498K 0.12% 112
2025
Q1 		$9.78M Buy
133,516
+35,730
+37% +$2.41M 0.13% 112
2024
Q4 		$6.13M Sell
97,786
-7,888
-7% -$517K 0.08% 153
2024
Q3 		$6.97M Buy
105,674
+20,241
+24% +$1.43M 0.08% 157
2024
Q2 		$6.17M Buy
85,433
+1,109
+1% +$79.3K 0.08% 149
2024
Q1 		$5.65M Buy
84,324
+5,558
+7% +$356K 0.07% 158
2023
Q4 		$5.18M Buy
78,766
+7,416
+10% +$487K 0.07% 160
2023
Q3 		$4.59M Buy
71,350
+9,924
+16% +$618K 0.05% 201
2023
Q2 		$3.71M Buy
61,426
+6,345
+12% +$381K 0.04% 239
2023
Q1 		$3.17M Buy
55,081
+12,590
+30% +$741K 0.04% 256
2022
Q4 		$2.42M Buy
42,491
+22,205
+109% +$1.22M 0.03% 308
2022
Q3 		$1.01M Buy
20,286
+1,569
+8% +$80.9K 0.01% 436
2022
Q2 		$977K Buy
18,717
+184
+1% +$10.3K 0.01% 436
2022
Q1 		$1.02M Buy
+18,533
New +$984K 0.01% 431

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return