LPL Financial
SHBI icon

LPL Financial’s Shore Bancshares SHBI Stock Holding History

LPL 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 		$1.19M Sell
51,882
-732
-1% -$14.9K ﹤0.01% 4280
2026
Q1 		$983K Buy
52,614
+18,846
+56% +$351K ﹤0.01% 4193
2025
Q4 		$597K Buy
33,768
+318
+1% +$5.33K ﹤0.01% 4565
2025
Q3 		$549K Buy
33,450
+796
+2% +$13.1K ﹤0.01% 4543
2025
Q2 		$513K Buy
32,654
+12,221
+60% +$172K ﹤0.01% 4369
2025
Q1 		$277K Buy
20,433
+3,411
+20% +$51.4K ﹤0.01% 4637
2024
Q4 		$270K Buy
+17,022
New +$264K ﹤0.01% 4622

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $346M AUM 26.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's SHBI Position: Q2 2026 in Review

LPL Financial reduced its Shore Bancshares (SHBI) stake by 1.4% in Q2 2026, selling an estimated $14.9K and leaving 51,882 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4280.

LPL Financial first reported a position in SHBI in Q4 2024 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • LPL Financial held 51,882 shares of Shore Bancshares worth $1.19M as of Q2 2026.
  • LPL Financial sold 732 Shore Bancshares shares in Q2 2026, an estimated $14.9K.
  • Shore Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4280 holding.
  • LPL Financial first reported a position in Shore Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 62 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.