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 Q2	$552K	Buy	7,120 +11	+0.2%	+$950	0.01%	468
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 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

UMB Bank's SHEL Position: Q2 2026 in Review

UMB Bank increased its Shell (SHEL) stake by 0.15% in Q2 2026, buying an estimated $950 and bringing the position to 7,120 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #468.

UMB Bank first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.62M in Q2 2022. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

UMB Bank held 7,120 shares of Shell worth $552K as of Q2 2026.
UMB Bank bought 11 Shell shares in Q2 2026, an estimated $950.
Shell made up 0.01% of UMB Bank's portfolio in Q2 2026, its #468 holding.
UMB Bank first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
UMB Bank's Shell position peaked at $2.62M in Q2 2022.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.