Diversify Advisory Services’s Shore Bancshares SHBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% +$2.33K 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

Diversify Advisory Services's SHBI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Shore Bancshares (SHBI) in Q2 2026: 20,910 shares worth $500K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SHBI as recently as Q4 2025.

Diversify Advisory Services first reported a position in SHBI in Q1 2024 and has held it in 9 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Diversify Advisory Services held 20,910 shares of Shore Bancshares worth $500K as of Q2 2026.
  • Shore Bancshares was a new Diversify Advisory Services position in Q2 2026.
  • Shore Bancshares made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #865 holding.
  • Diversify Advisory Services first reported a position in Shore Bancshares in Q1 2024 and has held it in 9 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.