IFP Advisors
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IFP Advisors’s Shore Bancshares SHBI Stock Holding History

IFP 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
Q3 		$219K Buy
9,775
+3,659
+60% +$85.4K ﹤0.01% 1481
2026
Q2 		$140K Buy
6,116
+2,068
+51% +$42.1K ﹤0.01% 1746
2026
Q1 		$75.6K Buy
4,048
+875
+28% +$16.3K ﹤0.01% 2014
2025
Q4 		$56.1K Buy
3,173
+45
+1% +$755 ﹤0.01% 2130
2025
Q3 		$51.3K Buy
3,128
+1,557
+99% +$25.6K ﹤0.01% 2061
2025
Q2 		$25.4K Buy
1,571
+1,566
+31,320% +$22K ﹤0.01% 2409
2025
Q1 		$68 Hold
5
– – ﹤0.01% 3958
2024
Q4 		$79 Buy
+5
New +$77 ﹤0.01% 4116

Other funds holding SHBI

Tred Avon Family Wealth
Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hoxton Planning & Management
Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Smithbridge Asset Management
Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

IFP Advisors's SHBI Position: Q3 2026 in Review

IFP Advisors increased its Shore Bancshares (SHBI) stake by 60% in Q3 2026, buying an estimated $85.4K and bringing the position to 9,775 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

IFP Advisors first reported a position in SHBI in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • IFP Advisors held 9,775 shares of Shore Bancshares worth $219K as of Q3 2026.
  • IFP Advisors bought 3,659 Shore Bancshares shares in Q3 2026, an estimated $85.4K.
  • Shore Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1481 holding.
  • IFP Advisors first reported a position in Shore Bancshares in Q4 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.