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LifeSteps Financial’s Shore Bancshares SHBI Stock Holding History

LifeSteps Financial’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 		$10.5K Buy
+459
New +$9.34K ﹤0.01% 403
2024
Q2 		– Sell
-459
Closed -$5.28K – 349
2024
Q1 		$5.28K Buy
+459
New +$5.51K ﹤0.01% 336

Other funds holding SHBI

HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LifeSteps Financial's SHBI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Shore Bancshares (SHBI) in Q2 2026: 459 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SHBI as recently as Q1 2024.

LifeSteps Financial first reported a position in SHBI in Q1 2024 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • LifeSteps Financial held 459 shares of Shore Bancshares worth $10.5K as of Q2 2026.
  • Shore Bancshares was a new LifeSteps Financial position in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #403 holding.
  • LifeSteps Financial first reported a position in Shore Bancshares in Q1 2024 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.