CoreCap Advisors
SHBI icon

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
Q3 		$179 Hold
8
– – ﹤0.01% 2977
2026
Q2 		$184 Hold
8
– – ﹤0.01% 3020
2026
Q1 		$149 Buy
+8
New +$149 ﹤0.01% 2792

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Hoxton Planning & Management
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Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Smithbridge Asset Management
Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

CoreCap Advisors's SHBI Position: Q3 2026 in Review

CoreCap Advisors held its Shore Bancshares (SHBI) position steady in Q3 2026 at 8 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

CoreCap Advisors first reported a position in SHBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $184 in Q2 2026. 27 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • CoreCap Advisors held 8 shares of Shore Bancshares worth $179 as of Q3 2026.
  • CoreCap Advisors left its Shore Bancshares share count unchanged in Q3 2026.
  • Shore Bancshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2977 holding.
  • CoreCap Advisors first reported a position in Shore Bancshares in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Shore Bancshares position peaked at $184 in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.