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Investors Portfolio Services’s Shore Bancshares SHBI Stock Holding History

Investors Portfolio Services’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 		$4.75K Hold
207
– – ﹤0.01% 183
2026
Q1 		$3.98K Buy
+207
New +$3.85K ﹤0.01% 183

Other funds holding SHBI

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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

Investors Portfolio Services's SHBI Position: Q2 2026 in Review

Investors Portfolio Services held its Shore Bancshares (SHBI) position steady in Q2 2026 at 207 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Investors Portfolio Services first reported a position in SHBI in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Investors Portfolio Services held 207 shares of Shore Bancshares worth $4.75K as of Q2 2026.
  • Investors Portfolio Services left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #183 holding.
  • Investors Portfolio Services first reported a position in Shore Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.