Zions Bancorporation, National Association’s Shell SHEL Stock Holding History

Zions Bancorporation, National Association’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	$421K	Sell	5,427 -2,619	-33%	-$226K	0.03%	276
2026 Q1	$748K	Buy	8,046 +7,573	+1,601%	+$612K	0.05%	212
2025 Q4	$34.8K	Buy	473 +308	+187%	+$22.7K	﹤0.01%	638
2025 Q3	$11.8K	Hold	165	–	–	﹤0.01%	666
2025 Q2	$11.6K	Hold	165	–	–	﹤0.01%	679
2025 Q1	$12.1K	Buy	+165	New	+$11.1K	﹤0.01%	678

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Zions Bancorporation, National Association's SHEL Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Shell (SHEL) stake by 33% in Q2 2026, selling an estimated $226K and leaving 5,427 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #276.

Zions Bancorporation, National Association first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $748K in Q1 2026. 824 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Zions Bancorporation, National Association held 5,427 shares of Shell worth $421K as of Q2 2026.
Zions Bancorporation, National Association sold 2,619 Shell shares in Q2 2026, an estimated $226K.
Shell made up 0.03% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #276 holding.
Zions Bancorporation, National Association first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Shell position peaked at $748K in Q1 2026.
824 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.