Physician Wealth Advisors’s Shore Bancshares SHBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$459 Sell
20
-38
-66% -$773 ﹤0.01% 2173
2026
Q1
$1.08K Buy
+58
New +$1.08K ﹤0.01% 1637

Other funds holding SHBI

Physician Wealth Advisors's SHBI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Shore Bancshares (SHBI) stake by 66% in Q2 2026, selling an estimated $773 and leaving 20 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Physician Wealth Advisors first reported a position in SHBI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08K in Q1 2026. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Physician Wealth Advisors held 20 shares of Shore Bancshares worth $459 as of Q2 2026.
  • Physician Wealth Advisors sold 38 Shore Bancshares shares in Q2 2026, an estimated $773.
  • Shore Bancshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2173 holding.
  • Physician Wealth Advisors first reported a position in Shore Bancshares in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Shore Bancshares position peaked at $1.08K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.