Creative Planning
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Creative Planning’s Shore Bancshares SHBI Stock Holding History

Creative Planning’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
Q1 		$3.27M Buy
174,998
+15,583
+10% +$290K ﹤0.01% 1512
2025
Q4 		$2.82M Buy
159,415
+8,765
+6% +$147K ﹤0.01% 1429
2025
Q3 		$2.47M Buy
150,650
+57,999
+63% +$955K ﹤0.01% 1369
2025
Q2 		$1.46M Buy
92,651
+43,890
+90% +$617K ﹤0.01% 1558
2025
Q1 		$660K Buy
48,761
+7,660
+19% +$115K ﹤0.01% 2053
2024
Q4 		$651K Buy
41,101
+3,427
+9% +$53.1K ﹤0.01% 1982
2024
Q3 		$527K Buy
37,674
+8,831
+31% +$119K ﹤0.01% 2060
2024
Q2 		$330K Sell
28,843
-2,453
-8% -$26.6K ﹤0.01% 2271
2024
Q1 		$360K Buy
31,296
+2,528
+9% +$30.3K ﹤0.01% 2100
2023
Q4 		$410K Sell
28,768
-11,267
-28% -$133K ﹤0.01% 1844
2023
Q3 		$421K Buy
40,035
+11,270
+39% +$128K ﹤0.01% 1677
2023
Q2 		$333K Buy
28,765
+1
+0% +$12 ﹤0.01% 1829
2023
Q1 		$411K Buy
28,764
+1
+0% +$17 ﹤0.01% 1603
2022
Q4 		$501K Buy
28,763
+1
+0% +$19 ﹤0.01% 1425
2022
Q3 		$498K Buy
28,762
+1
+0% +$19 ﹤0.01% 1335
2022
Q2 		$532K Buy
28,761
+127
+0.4% +$2.51K ﹤0.01% 1278
2022
Q1 		$586K Hold
28,634
– – ﹤0.01% 1247
2021
Q4 		$597K Buy
+28,634
New +$553K ﹤0.01% 1208
2017
Q3 		– Sell
-2,138
Closed -$35K – 3400
2017
Q2 		$35K Hold
2,138
– – ﹤0.01% 2796
2017
Q1 		$36K Buy
+2,138
New +$35.1K ﹤0.01% 2710

Other funds holding SHBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Creative Planning's SHBI Position: Q1 2026 in Review

Creative Planning increased its Shore Bancshares (SHBI) stake by 9.8% in Q1 2026, buying an estimated $290K and bringing the position to 174,998 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Creative Planning first reported a position in SHBI in Q1 2017 and has held it in 20 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Creative Planning held 174,998 shares of Shore Bancshares worth $3.27M as of Q1 2026.
  • Creative Planning bought 15,583 Shore Bancshares shares in Q1 2026, an estimated $290K.
  • Shore Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1512 holding.
  • Creative Planning first reported a position in Shore Bancshares in Q1 2017 and has held it in 20 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.