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Essential Partners’s Shore Bancshares SHBI Stock Holding History

Essential Partners’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 		$10.3K Sell
450
-1,026
-70% -$20.9K ﹤0.01% 1202
2026
Q1 		$27.6K Sell
1,476
-137
-8% -$2.55K 0.01% 807
2025
Q4 		$28.5K Sell
1,613
-10
-0.6% -$168 0.01% 779
2025
Q3 		$26.6K Buy
1,623
+636
+64% +$10.5K 0.01% 801
2025
Q2 		$15.5K Buy
+987
New +$13.9K 0.01% 741

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

Essential Partners's SHBI Position: Q2 2026 in Review

Essential Partners reduced its Shore Bancshares (SHBI) stake by 70% in Q2 2026, selling an estimated $20.9K and leaving 450 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Essential Partners first reported a position in SHBI in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.5K in Q4 2025. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Essential Partners held 450 shares of Shore Bancshares worth $10.3K as of Q2 2026.
  • Essential Partners sold 1,026 Shore Bancshares shares in Q2 2026, an estimated $20.9K.
  • Shore Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1202 holding.
  • Essential Partners first reported a position in Shore Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Shore Bancshares position peaked at $28.5K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.