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 Q1	$398K	Buy	+20,791	New	+$387K	0.01%	871

Other funds holding SHBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Wealth Management's SHBI Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Shore Bancshares (SHBI) in Q1 2026: 20,791 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings.

163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

Diversify Wealth Management held 20,791 shares of Shore Bancshares worth $398K as of Q1 2026.
Shore Bancshares was a new Diversify Wealth Management position in Q1 2026.
Shore Bancshares made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #871 holding.
163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.