Principal Financial Group
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Principal Financial Group’s Shore Bancshares SHBI Stock Holding History

Principal Financial Group’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 		$1.09M Buy
47,590
+2,957
+7% +$60.1K ﹤0.01% 1930
2026
Q1 		$834K Buy
+44,633
New +$831K ﹤0.01% 1975
2025
Q3 		– Sell
-38,776
Closed -$610K – 2327
2025
Q2 		$610K Buy
+38,776
New +$545K ﹤0.01% 1962

Other funds holding SHBI

BlackRock
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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

Principal Financial Group's SHBI Position: Q2 2026 in Review

Principal Financial Group increased its Shore Bancshares (SHBI) stake by 6.6% in Q2 2026, buying an estimated $60.1K and bringing the position to 47,590 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Principal Financial Group first reported a position in SHBI in Q2 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Principal Financial Group held 47,590 shares of Shore Bancshares worth $1.09M as of Q2 2026.
  • Principal Financial Group bought 2,957 Shore Bancshares shares in Q2 2026, an estimated $60.1K.
  • Shore Bancshares made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1930 holding.
  • Principal Financial Group first reported a position in Shore Bancshares in Q2 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.