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Clearstead Advisors’s Shore Bancshares SHBI Stock Holding History

Clearstead 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 		$46 Buy
+2
New +$41 ﹤0.01% 3492
2026
Q1 		– Sell
-5
Closed -$89 – 2766
2025
Q4 		$89 Sell
5
-51
-91% -$856 ﹤0.01% 2534
2025
Q3 		$919 Buy
56
+49
+700% +$807 ﹤0.01% 2636
2025
Q2 		$111 Buy
+7
New +$98 ﹤0.01% 2610

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $346M AUM 26.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's SHBI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Shore Bancshares (SHBI) in Q2 2026: 2 shares worth $46. The stake represents ﹤0.01% of the portfolio and ranks #3492 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SHBI as recently as Q4 2025.

Clearstead Advisors first reported a position in SHBI in Q2 2025 and has held it in 4 quarters since. The position peaked at $919 in Q3 2025. 62 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Clearstead Advisors held 2 shares of Shore Bancshares worth $46 as of Q2 2026.
  • Shore Bancshares was a new Clearstead Advisors position in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3492 holding.
  • Clearstead Advisors first reported a position in Shore Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Shore Bancshares position peaked at $919 in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.