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Atlantic Union Bankshares’s Shore Bancshares SHBI Stock Holding History

Atlantic Union Bankshares’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 		$11.2M Hold
486,930
– – 0.19% 114
2026
Q1 		$9.1M Sell
486,930
-40,311
-8% -$750K 0.17% 126
2025
Q4 		$9.32M Hold
527,241
– – 0.17% 122
2025
Q3 		$8.65M Sell
527,241
-21,261
-4% -$350K 0.16% 131
2025
Q2 		$8.62M Buy
+548,502
New +$7.71M 0.2% 117

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

Atlantic Union Bankshares's SHBI Position: Q2 2026 in Review

Atlantic Union Bankshares held its Shore Bancshares (SHBI) position steady in Q2 2026 at 486,930 shares worth $11.2M. The position accounts for 0.19% of the portfolio, ranked #114.

Atlantic Union Bankshares first reported a position in SHBI in Q2 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Atlantic Union Bankshares held 486,930 shares of Shore Bancshares worth $11.2M as of Q2 2026.
  • Atlantic Union Bankshares left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up 0.19% of Atlantic Union Bankshares's portfolio in Q2 2026, its #114 holding.
  • Atlantic Union Bankshares first reported a position in Shore Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.