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Allworth Financial’s Shore Bancshares SHBI Stock Holding History

Allworth Financial’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.6K Buy
1,769
+801
+83% +$16.3K ﹤0.01% 2665
2026
Q1 		$18.1K Buy
968
+259
+37% +$4.82K ﹤0.01% 3066
2025
Q4 		$12.5K Buy
709
+5
+0.7% +$84 ﹤0.01% 3114
2025
Q3 		$11.6K Buy
704
+362
+106% +$5.96K ﹤0.01% 3052
2025
Q2 		$5.38K Buy
342
+275
+410% +$3.87K ﹤0.01% 3223
2025
Q1 		$883 Sell
67
-68
-50% -$1.02K ﹤0.01% 3506
2024
Q4 		$2.1K Buy
135
+34
+34% +$527 ﹤0.01% 3148
2024
Q3 		$1.41K Buy
+101
New +$1.35K ﹤0.01% 3096

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's SHBI Position: Q2 2026 in Review

Allworth Financial increased its Shore Bancshares (SHBI) stake by 83% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,769 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Allworth Financial first reported a position in SHBI in Q3 2024 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Allworth Financial held 1,769 shares of Shore Bancshares worth $40.6K as of Q2 2026.
  • Allworth Financial bought 801 Shore Bancshares shares in Q2 2026, an estimated $16.3K.
  • Shore Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2665 holding.
  • Allworth Financial first reported a position in Shore Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.