Integrated Wealth Concepts’s Shore Bancshares SHBI Stock Holding History

Integrated Wealth Concepts’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	$34.2K	Buy	+1,491	New	+$30.3K	﹤0.01%	3677

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

Integrated Wealth Concepts's SHBI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Shore Bancshares (SHBI) in Q2 2026: 1,491 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #3677 among its holdings.

177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

Integrated Wealth Concepts held 1,491 shares of Shore Bancshares worth $34.2K as of Q2 2026.
Shore Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Shore Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3677 holding.
177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.