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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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

IFP Advisors's SHBI Position: Q1 2026 in Review

IFP Advisors increased its Shore Bancshares (SHBI) stake by 28% in Q1 2026, buying an estimated $16.3K and bringing the position to 4,048 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

IFP Advisors first reported a position in SHBI in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • IFP Advisors held 4,048 shares of Shore Bancshares worth $75.6K as of Q1 2026.
  • IFP Advisors bought 875 Shore Bancshares shares in Q1 2026, an estimated $16.3K.
  • Shore Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2014 holding.
  • IFP Advisors first reported a position in Shore Bancshares in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.