Ameriprise
SHBI icon

Ameriprise’s Shore Bancshares SHBI Stock Holding History

Ameriprise’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 		$12M Buy
523,562
+79,403
+18% +$1.62M ﹤0.01% 1922
2026
Q1 		$8.3M Sell
444,159
-9,342
-2% -$174K ﹤0.01% 2062
2025
Q4 		$8.02M Buy
453,501
+363,565
+404% +$6.1M ﹤0.01% 2085
2025
Q3 		$1.48M Buy
89,936
+44,694
+99% +$736K ﹤0.01% 3164
2025
Q2 		$711K Buy
45,242
+8,722
+24% +$123K ﹤0.01% 3403
2025
Q1 		$494K Sell
36,520
-4
-0% -$60 ﹤0.01% 3489
2024
Q4 		$579K Buy
36,524
+527
+1% +$8.16K ﹤0.01% 3469
2024
Q3 		$504K Hold
35,997
– – ﹤0.01% 3469
2024
Q2 		$412K Buy
35,997
+9,295
+35% +$101K ﹤0.01% 3483
2024
Q1 		$307K Sell
26,702
-5
-0% -$60 ﹤0.01% 3579
2023
Q4 		$381K Buy
26,707
+10
+0% +$118 ﹤0.01% 3549
2023
Q3 		$281K Buy
+26,697
New +$304K ﹤0.01% 3603
2022
Q2 		– Sell
-384,999
Closed -$7.88M – 3980
2022
Q1 		$7.88M Buy
384,999
+20,096
+6% +$412K ﹤0.01% 2095
2021
Q4 		$7.61M Buy
364,903
+40,971
+13% +$791K ﹤0.01% 2182
2021
Q3 		$5.74M Buy
323,932
+72,082
+29% +$1.25M ﹤0.01% 2298
2021
Q2 		$4.22M Buy
+251,850
New +$4.26M ﹤0.01% 2569

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 $3.38T AUM 44.17% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Ameriprise's SHBI Position: Q2 2026 in Review

Ameriprise increased its Shore Bancshares (SHBI) stake by 18% in Q2 2026, buying an estimated $1.62M and bringing the position to 523,562 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Ameriprise first reported a position in SHBI in Q2 2021 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Ameriprise held 523,562 shares of Shore Bancshares worth $12M as of Q2 2026.
  • Ameriprise bought 79,403 Shore Bancshares shares in Q2 2026, an estimated $1.62M.
  • Shore Bancshares made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1922 holding.
  • Ameriprise first reported a position in Shore Bancshares in Q2 2021 and has held it in 16 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.