AssetMark Inc
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AssetMark Inc’s Shore Bancshares SHBI Stock Holding History

AssetMark Inc’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 		$1.42K Buy
+76
New +$1.41K ﹤0.01% 2957

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VCM
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Wellington Management Group
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American Century Companies
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State Street
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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

AssetMark Inc's SHBI Position: Q1 2026 in Review

AssetMark Inc opened a new position in Shore Bancshares (SHBI) in Q1 2026: 76 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #2957 among its holdings.

163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • AssetMark Inc held 76 shares of Shore Bancshares worth $1.42K as of Q1 2026.
  • Shore Bancshares was a new AssetMark Inc position in Q1 2026.
  • Shore Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2957 holding.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.