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Diversify Advisory Services’s Shore Bancshares SHBI Stock Holding History

Diversify Advisory 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
Q1 		– Sell
-20,584
Closed -$376K – 738
2025
Q4 		$376K Buy
20,584
+143
+0.7% +$2.4K 0.01% 697
2025
Q3 		$321K Buy
20,441
+147
+0.7% +$2.42K 0.01% 699
2025
Q2 		$322K Buy
20,294
+166
+0.8% +$2.33K 0.01% 666
2025
Q1 		$283K Buy
20,128
+159
+0.8% +$2.4K 0.02% 512
2024
Q4 		$294K Buy
19,969
+144
+0.7% +$2.23K 0.02% 488
2024
Q3 		$284K Buy
19,825
+166
+0.8% +$2.23K 0.02% 514
2024
Q2 		$223K Buy
19,659
+208
+1% +$2.26K 0.01% 579
2024
Q1 		$216K Buy
+19,451
New +$233K 0.01% 595

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

Diversify Advisory Services's SHBI Position: Q1 2026 in Review

Diversify Advisory Services sold out of Shore Bancshares (SHBI) in Q1 2026, closing a stake of 20,584 shares — an estimated $376K sold.

Diversify Advisory Services first reported a position in SHBI in Q1 2024 and held it in 8 quarters. The position peaked at $376K in Q4 2025. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Diversify Advisory Services reported no remaining Shore Bancshares position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 20,584 Shore Bancshares shares in Q1 2026, an estimated $376K.
  • Diversify Advisory Services first reported a position in Shore Bancshares in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Shore Bancshares position peaked at $376K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.