Mark Sheptoff Financial Planning’s Shore Bancshares SHBI Stock Holding History

Mark Sheptoff Financial Planning’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	$9.18K	Buy	+400	New	+$8.14K	﹤0.01%	371

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

Mark Sheptoff Financial Planning's SHBI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Shore Bancshares (SHBI) in Q2 2026: 400 shares worth $9.18K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

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

Mark Sheptoff Financial Planning held 400 shares of Shore Bancshares worth $9.18K as of Q2 2026.
Shore Bancshares was a new Mark Sheptoff Financial Planning position in Q2 2026.
Shore Bancshares made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #371 holding.
178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.