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Basecamp Wealth Advisors’s Shore Bancshares SHBI Stock Holding History

Basecamp Wealth Advisors’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 		$1.47K Buy
64
+13
+25% +$264 ﹤0.01% 1432
2026
Q1 		$953 Buy
+51
New +$949 ﹤0.01% 1570

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

Basecamp Wealth Advisors's SHBI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Shore Bancshares (SHBI) stake by 25% in Q2 2026, buying an estimated $264 and bringing the position to 64 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Basecamp Wealth Advisors first reported a position in SHBI in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Basecamp Wealth Advisors held 64 shares of Shore Bancshares worth $1.47K as of Q2 2026.
  • Basecamp Wealth Advisors bought 13 Shore Bancshares shares in Q2 2026, an estimated $264.
  • Shore Bancshares made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1432 holding.
  • Basecamp Wealth Advisors first reported a position in Shore Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.