Janney Montgomery Scott
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Janney Montgomery Scott’s Shore Bancshares SHBI Stock Holding History

Janney Montgomery Scott’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 		$453K Sell
19,755
-125
-0.6% -$2.54K ﹤0.01% 2458
2026
Q1 		$371K Sell
19,880
-930
-4% -$17.3K ﹤0.01% 2249
2025
Q4 		$368K Sell
20,810
-931
-4% -$15.6K ﹤0.01% 2414
2025
Q3 		$357K Hold
21,741
– – ﹤0.01% 2384
2025
Q2 		$342K Hold
21,741
– – ﹤0.01% 2268
2025
Q1 		$294K Hold
21,741
– – ﹤0.01% 2313
2024
Q4 		$345K Buy
21,741
+1,984
+10% +$30.7K ﹤0.01% 2219
2024
Q3 		$276K Sell
19,757
-549
-3% -$7.37K ﹤0.01% 2338
2024
Q2 		$233K Sell
20,306
-58
-0.3% -$630 ﹤0.01% 2363
2024
Q1 		$234K Sell
20,364
-413
-2% -$4.95K ﹤0.01% 2480
2023
Q4 		$296K Sell
20,777
-5,776
-22% -$68.1K ﹤0.01% 2227
2023
Q3 		$279K Buy
+26,553
New +$302K ﹤0.01% 2175
2023
Q2 		– Sell
-13,874
Closed -$198K – 2726
2023
Q1 		$198K Buy
+13,874
New +$231K ﹤0.01% 2292

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

Janney Montgomery Scott's SHBI Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Shore Bancshares (SHBI) stake by 0.63% in Q2 2026, selling an estimated $2.54K and leaving 19,755 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Janney Montgomery Scott first reported a position in SHBI in Q1 2023 and has held it in 13 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Janney Montgomery Scott held 19,755 shares of Shore Bancshares worth $453K as of Q2 2026.
  • Janney Montgomery Scott sold 125 Shore Bancshares shares in Q2 2026, an estimated $2.54K.
  • Shore Bancshares made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2458 holding.
  • Janney Montgomery Scott first reported a position in Shore Bancshares in Q1 2023 and has held it in 13 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.