Integrated Advisors Network
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Integrated Advisors Network’s Shore Bancshares SHBI Stock Holding History

Integrated Advisors Network’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 		$289K Buy
12,917
+145
+1% +$3.38K 0.01% 567
2026
Q2 		$293K Buy
12,772
+206
+2% +$4.19K 0.01% 573
2026
Q1 		$235K Buy
+12,566
New +$234K 0.01% 618

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
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
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Integrated Advisors Network's SHBI Position: Q3 2026 in Review

Integrated Advisors Network increased its Shore Bancshares (SHBI) stake by 1.1% in Q3 2026, buying an estimated $3.38K and bringing the position to 12,917 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #567.

Integrated Advisors Network first reported a position in SHBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $293K in Q2 2026. 26 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • Integrated Advisors Network held 12,917 shares of Shore Bancshares worth $289K as of Q3 2026.
  • Integrated Advisors Network bought 145 Shore Bancshares shares in Q3 2026, an estimated $3.38K.
  • Shore Bancshares made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #567 holding.
  • Integrated Advisors Network first reported a position in Shore Bancshares in Q1 2026 and has held it in 3 quarters since.
  • Integrated Advisors Network's Shore Bancshares position peaked at $293K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.