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Diversify Wealth Management’s Shore Bancshares SHBI Stock Holding History

Diversify Wealth Management’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
Q2 		$500K Buy
20,910
+119
+0.6% +$2.42K 0.01% 865
2026
Q1 		$398K Buy
+20,791
New +$387K 0.01% 871

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Diversify Wealth Management's SHBI Position: Q2 2026 in Review

Diversify Wealth Management increased its Shore Bancshares (SHBI) stake by 0.57% in Q2 2026, buying an estimated $2.42K and bringing the position to 20,910 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #865.

Diversify Wealth Management first reported a position in SHBI in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Diversify Wealth Management held 20,910 shares of Shore Bancshares worth $500K as of Q2 2026.
  • Diversify Wealth Management bought 119 Shore Bancshares shares in Q2 2026, an estimated $2.42K.
  • Shore Bancshares made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #865 holding.
  • Diversify Wealth Management first reported a position in Shore Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.