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Farther Finance Advisors’s Shore Bancshares SHBI Stock Holding History

Farther Finance 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 		$94.8K Buy
4,127
+1,454
+54% +$29.6K ﹤0.01% 2740
2026
Q1 		$50.2K Buy
2,673
+2,117
+381% +$39.4K ﹤0.01% 2993
2025
Q4 		$9.83K Buy
556
+344
+162% +$5.77K ﹤0.01% 3928
2025
Q3 		$3.48K Buy
212
+176
+489% +$2.9K ﹤0.01% 3916
2025
Q2 		$566 Hold
36
– – ﹤0.01% 4021
2025
Q1 		$489 Hold
36
– – ﹤0.01% 3780
2024
Q4 		$571 Hold
36
– – ﹤0.01% 3416
2024
Q3 		$504 Hold
36
– – ﹤0.01% 3427
2024
Q2 		$409 Hold
36
– – ﹤0.01% 3324
2024
Q1 		$399 Hold
36
– – ﹤0.01% 3085
2023
Q4 		$513 Hold
36
– – ﹤0.01% 2970
2023
Q3 		$379 Hold
36
– – ﹤0.01% 2334
2023
Q2 		$416 Buy
+36
New +$441 ﹤0.01% 2203

Other funds holding SHBI

HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Farther Finance Advisors's SHBI Position: Q2 2026 in Review

Farther Finance Advisors increased its Shore Bancshares (SHBI) stake by 54% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,127 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Farther Finance Advisors first reported a position in SHBI in Q2 2023 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Farther Finance Advisors held 4,127 shares of Shore Bancshares worth $94.8K as of Q2 2026.
  • Farther Finance Advisors bought 1,454 Shore Bancshares shares in Q2 2026, an estimated $29.6K.
  • Shore Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2740 holding.
  • Farther Finance Advisors first reported a position in Shore Bancshares in Q2 2023 and has held it in 13 quarters since.
  • 16 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.