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Commonwealth Financial Services’s Shore Bancshares SHBI Stock Holding History

Commonwealth Financial Services’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 		$317K Buy
13,834
+239
+2% +$4.86K 0.04% 205
2026
Q1 		$254K Buy
+13,595
New +$253K 0.04% 203

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
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
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Commonwealth Financial Services's SHBI Position: Q2 2026 in Review

Commonwealth Financial Services increased its Shore Bancshares (SHBI) stake by 1.8% in Q2 2026, buying an estimated $4.86K and bringing the position to 13,834 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #205.

Commonwealth Financial Services first reported a position in SHBI in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Commonwealth Financial Services held 13,834 shares of Shore Bancshares worth $317K as of Q2 2026.
  • Commonwealth Financial Services bought 239 Shore Bancshares shares in Q2 2026, an estimated $4.86K.
  • Shore Bancshares made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #205 holding.
  • Commonwealth Financial Services first reported a position in Shore Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.