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CoreCap Advisors’s Shore Bancshares SHBI Stock Holding History

CoreCap 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 		$184 Hold
8
– – ﹤0.01% 3020
2026
Q1 		$149 Buy
+8
New +$149 ﹤0.01% 2792

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

CoreCap Advisors's SHBI Position: Q2 2026 in Review

CoreCap Advisors held its Shore Bancshares (SHBI) position steady in Q2 2026 at 8 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

CoreCap Advisors 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.

  • CoreCap Advisors held 8 shares of Shore Bancshares worth $184 as of Q2 2026.
  • CoreCap Advisors left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3020 holding.
  • CoreCap Advisors 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.