Heritage Wealth Advisors’s Shore Bancshares SHBI Stock Holding History

Heritage 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 Q1	$18.7K	Hold	1,000	–	–	﹤0.01%	447
2025 Q4	$17.7K	Hold	1,000	–	–	﹤0.01%	413
2025 Q3	$16.4K	Hold	1,000	–	–	﹤0.01%	394
2025 Q2	$15.7K	Hold	1,000	–	–	﹤0.01%	394
2025 Q1	$13.5K	Hold	1,000	–	–	﹤0.01%	404
2024 Q4	$15.8K	Hold	1,000	–	–	﹤0.01%	405
2024 Q3	$14K	Buy	+1,000	New	+$13.4K	﹤0.01%	423
2024 Q2	–	Sell	-3,449	Closed	-$39.7K	–	533
2024 Q1	$39.7K	Sell	3,449 -1,546	-31%	-$18.5K	﹤0.01%	349
2023 Q4	$71.2K	Hold	4,995	–	–	﹤0.01%	304
2023 Q3	$52.5K	Buy	+4,995	New	+$56.8K	﹤0.01%	295

Other funds holding SHBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Wealth Advisors's SHBI Position: Q1 2026 in Review

Heritage Wealth Advisors held its Shore Bancshares (SHBI) position steady in Q1 2026 at 1,000 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Heritage Wealth Advisors first reported a position in SHBI in Q3 2023 and has held it in 10 quarters since. The position peaked at $71.2K in Q4 2023. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

Heritage Wealth Advisors held 1,000 shares of Shore Bancshares worth $18.7K as of Q1 2026.
Heritage Wealth Advisors left its Shore Bancshares share count unchanged in Q1 2026.
Shore Bancshares made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #447 holding.
Heritage Wealth Advisors first reported a position in Shore Bancshares in Q3 2023 and has held it in 10 quarters since.
Heritage Wealth Advisors's Shore Bancshares position peaked at $71.2K in Q4 2023.
163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.