EWA
SHBI icon

EverSource Wealth Advisors’s Shore Bancshares SHBI Stock Holding History

EverSource Wealth Advisors’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 		$28.2K Sell
1,230
-990
-45% -$20.1K ﹤0.01% 2191
2026
Q1 		$41.5K Buy
2,220
+52
+2% +$968 ﹤0.01% 2036
2025
Q4 		$38.3K Buy
2,168
+73
+3% +$1.23K ﹤0.01% 1935
2025
Q3 		$34.4K Buy
2,095
+107
+5% +$1.76K ﹤0.01% 1975
2025
Q2 		$31.3K Buy
+1,988
New +$28K ﹤0.01% 1949
2025
Q1 		– Sell
-4
Closed -$63 – 4160
2024
Q4 		$63 Buy
+4
New +$62 ﹤0.01% 3614

Other funds holding SHBI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $346M AUM 26.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EverSource Wealth Advisors's SHBI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Shore Bancshares (SHBI) stake by 45% in Q2 2026, selling an estimated $20.1K and leaving 1,230 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

EverSource Wealth Advisors first reported a position in SHBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.5K in Q1 2026. 55 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • EverSource Wealth Advisors held 1,230 shares of Shore Bancshares worth $28.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 990 Shore Bancshares shares in Q2 2026, an estimated $20.1K.
  • Shore Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2191 holding.
  • EverSource Wealth Advisors first reported a position in Shore Bancshares in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Shore Bancshares position peaked at $41.5K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.