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Capital Advisors Ltd’s Shore Bancshares SHBI Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
25
– – ﹤0.01% 1296
2026
Q1 		$0 Hold
25
– – ﹤0.01% 1577
2025
Q4 		$0 Hold
25
– – ﹤0.01% 1549
2025
Q3 		$0 Hold
25
– – ﹤0.01% 1539
2025
Q2 		$0 Hold
25
– – ﹤0.01% 1605
2025
Q1 		$0 Hold
25
– – ﹤0.01% 1559
2024
Q4 		$0 Hold
25
– – ﹤0.01% 1557
2024
Q3 		$0 Hold
25
– – ﹤0.01% 1589
2024
Q2 		$0 Hold
25
– – ﹤0.01% 1618
2024
Q1 		$0 Hold
25
– – ﹤0.01% 1530
2023
Q4 		$0 Buy
+25
New +$295 ﹤0.01% 1466

Other funds holding SHBI

HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capital Advisors Ltd's SHBI Position: Q2 2026 in Review

Capital Advisors Ltd held its Shore Bancshares (SHBI) position steady in Q2 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Capital Advisors Ltd first reported a position in SHBI in Q4 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Capital Advisors Ltd held 25 shares of Shore Bancshares worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1296 holding.
  • Capital Advisors Ltd first reported a position in Shore Bancshares in Q4 2023 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.