Barlow Wealth Partners
SHBI icon

Barlow Wealth Partners’s Shore Bancshares SHBI Stock Holding History

Barlow Wealth Partners’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 		$221K Buy
9,754
+58
+0.6% +$1.35K 0.02% 143
2026
Q2 		$215K Buy
+9,696
New +$197K 0.02% 140

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Nuveen
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Acadian Asset Management
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Bank of New York Mellon
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Banc Funds Company
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Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

Barlow Wealth Partners's SHBI Position: Q3 2026 in Review

Barlow Wealth Partners increased its Shore Bancshares (SHBI) stake by 0.6% in Q3 2026, buying an estimated $1.35K and bringing the position to 9,754 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #143.

Barlow Wealth Partners first reported a position in SHBI in Q2 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • Barlow Wealth Partners held 9,754 shares of Shore Bancshares worth $221K as of Q3 2026.
  • Barlow Wealth Partners bought 58 Shore Bancshares shares in Q3 2026, an estimated $1.35K.
  • Shore Bancshares made up 0.02% of Barlow Wealth Partners's portfolio in Q3 2026, its #143 holding.
  • Barlow Wealth Partners first reported a position in Shore Bancshares in Q2 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.