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UMB Bank’s Shell SHEL Stock Holding History

UMB Bank’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 		$661K Sell
7,109
-161
-2% -$13K 0.01% 425
2025
Q4 		$534K Sell
7,270
-389
-5% -$28.7K 0.01% 458
2025
Q3 		$548K Sell
7,659
-533
-7% -$38.4K 0.01% 420
2025
Q2 		$577K Sell
8,192
-78
-0.9% -$5.23K 0.01% 398
2025
Q1 		$606K Sell
8,270
-278
-3% -$18.7K 0.01% 387
2024
Q4 		$536K Sell
8,548
-5,034
-37% -$330K 0.01% 401
2024
Q3 		$896K Sell
13,582
-844
-6% -$59.8K 0.01% 341
2024
Q2 		$1.04M Sell
14,426
-3,505
-20% -$251K 0.02% 318
2024
Q1 		$1.2M Sell
17,931
-12,322
-41% -$790K 0.02% 302
2023
Q4 		$1.99M Buy
30,253
+555
+2% +$36.4K 0.03% 254
2023
Q3 		$1.91M Buy
29,698
+411
+1% +$25.6K 0.03% 245
2023
Q2 		$1.77M Buy
29,287
+1,743
+6% +$105K 0.03% 270
2023
Q1 		$1.58M Buy
27,544
+1,689
+7% +$99.4K 0.03% 283
2022
Q4 		$1.47M Sell
25,855
-4,747
-16% -$262K 0.02% 291
2022
Q3 		$1.52M Sell
30,602
-19,455
-39% -$1M 0.03% 287
2022
Q2 		$2.62M Buy
+50,057
New +$2.81M 0.04% 253

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