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 Q3	$474K	Buy	21,020 +110	+0.5%	+$2.57K	0.01%	930
2026 Q2	$500K	Buy	+20,910	New	+$425K	0.01%	865
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%	+$2.34K	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

TAFW

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Diversify Advisory Services's SHBI Position: Q3 2026 in Review

Diversify Advisory Services increased its Shore Bancshares (SHBI) stake by 0.53% in Q3 2026, buying an estimated $2.57K and bringing the position to 21,020 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #930.

Diversify Advisory Services first reported a position in SHBI in Q1 2024 and has held it in 10 quarters since. The position peaked at $500K in Q2 2026. 26 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

Diversify Advisory Services held 21,020 shares of Shore Bancshares worth $474K as of Q3 2026.
Diversify Advisory Services bought 110 Shore Bancshares shares in Q3 2026, an estimated $2.57K.
Shore Bancshares made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #930 holding.
Diversify Advisory Services first reported a position in Shore Bancshares in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Shore Bancshares position peaked at $500K in Q2 2026.
26 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.