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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
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

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

IFP Advisors's SHBI Position: Q2 2026 in Review

IFP Advisors increased its Shore Bancshares (SHBI) stake by 51% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,116 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

IFP Advisors first reported a position in SHBI in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • IFP Advisors held 6,116 shares of Shore Bancshares worth $140K as of Q2 2026.
  • IFP Advisors bought 2,068 Shore Bancshares shares in Q2 2026, an estimated $42.1K.
  • Shore Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1746 holding.
  • IFP Advisors first reported a position in Shore Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.