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Empowered Funds’s Shore Bancshares SHBI Stock Holding History

Empowered Funds’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 		$3.18M Buy
+169,973
New +$3.16M 0.02% 849
2025
Q4 		– Sell
-139,767
Closed -$2.29M – 1756
2025
Q3 		$2.29M Buy
139,767
+40,491
+41% +$667K 0.02% 842
2025
Q2 		$1.56M Buy
99,276
+21,181
+27% +$298K 0.02% 929
2025
Q1 		$1.06M Buy
78,095
+43,613
+126% +$657K 0.02% 972
2024
Q4 		$547K Sell
34,482
-65,157
-65% -$1.01M 0.01% 1150
2024
Q3 		$1.39M Sell
99,639
-40,687
-29% -$546K 0.02% 803
2024
Q2 		$1.61M Buy
140,326
+10,080
+8% +$109K 0.03% 686
2024
Q1 		$1.5M Buy
130,246
+9,800
+8% +$118K 0.03% 705
2023
Q4 		$1.72M Buy
120,446
+10,837
+10% +$128K 0.04% 567
2023
Q3 		$1.15M Buy
109,609
+9,006
+9% +$102K 0.03% 624
2023
Q2 		$1.16M Buy
+100,603
New +$1.23M 0.04% 573

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