AssetMark Inc
SHBI icon

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
Q3 		$1.81K Buy
81
+5
+7% +$117 ﹤0.01% 3082
2026
Q2 		$1.74K Hold
76
– – ﹤0.01% 3004
2026
Q1 		$1.42K Buy
+76
New +$1.41K ﹤0.01% 2957

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AssetMark Inc's SHBI Position: Q3 2026 in Review

AssetMark Inc increased its Shore Bancshares (SHBI) stake by 6.6% in Q3 2026, buying an estimated $117 and bringing the position to 81 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

AssetMark Inc first reported a position in SHBI in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • AssetMark Inc held 81 shares of Shore Bancshares worth $1.81K as of Q3 2026.
  • AssetMark Inc bought 5 Shore Bancshares shares in Q3 2026, an estimated $117.
  • Shore Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3082 holding.
  • AssetMark Inc first reported a position in Shore Bancshares in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.