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 Q2	$22.9K	Hold	1,000	–	–	﹤0.01%	421
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Heritage Wealth Advisors held its Shore Bancshares (SHBI) position steady in Q2 2026 at 1,000 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Heritage Wealth Advisors first reported a position in SHBI in Q3 2023 and has held it in 11 quarters since. The position peaked at $71.2K in Q4 2023. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

Heritage Wealth Advisors held 1,000 shares of Shore Bancshares worth $22.9K as of Q2 2026.
Heritage Wealth Advisors left its Shore Bancshares share count unchanged in Q2 2026.
Shore Bancshares made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #421 holding.
Heritage Wealth Advisors first reported a position in Shore Bancshares in Q3 2023 and has held it in 11 quarters since.
Heritage Wealth Advisors's Shore Bancshares position peaked at $71.2K in Q4 2023.
178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.