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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Allworth Financial's SHBI Position: Q1 2026 in Review

Allworth Financial increased its Shore Bancshares (SHBI) stake by 37% in Q1 2026, buying an estimated $4.82K and bringing the position to 968 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Allworth Financial first reported a position in SHBI in Q3 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Allworth Financial held 968 shares of Shore Bancshares worth $18.1K as of Q1 2026.
  • Allworth Financial bought 259 Shore Bancshares shares in Q1 2026, an estimated $4.82K.
  • Shore Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3066 holding.
  • Allworth Financial first reported a position in Shore Bancshares in Q3 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.