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Financial Consulate’s Shore Bancshares SHBI Stock Holding History

Financial Consulate’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 		$35.1K Sell
1,530
-100
-6% -$2.03K ﹤0.01% 401
2026
Q1 		$30.4K Hold
1,630
– – ﹤0.01% 407
2025
Q4 		$28.8K Sell
1,630
-2,727
-63% -$45.7K ﹤0.01% 407
2025
Q3 		$71.5K Buy
+4,357
New +$71.7K 0.01% 275

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

Financial Consulate's SHBI Position: Q2 2026 in Review

Financial Consulate reduced its Shore Bancshares (SHBI) stake by 6.1% in Q2 2026, selling an estimated $2.03K and leaving 1,530 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Financial Consulate first reported a position in SHBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.5K in Q3 2025. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Financial Consulate held 1,530 shares of Shore Bancshares worth $35.1K as of Q2 2026.
  • Financial Consulate sold 100 Shore Bancshares shares in Q2 2026, an estimated $2.03K.
  • Shore Bancshares made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #401 holding.
  • Financial Consulate first reported a position in Shore Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Shore Bancshares position peaked at $71.5K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.