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Quotient Wealth Partners’s Shore Bancshares SHBI Stock Holding History

Quotient Wealth Partners’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 		$224K Sell
9,778
-2,484
-20% -$50.5K 0.01% 368
2026
Q1 		$229K Buy
+12,262
New +$228K 0.01% 339

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American Century Companies
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State Street
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Manulife (Manufacturers Life Insurance)
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Geode Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JT
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quotient Wealth Partners's SHBI Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Shore Bancshares (SHBI) stake by 20% in Q2 2026, selling an estimated $50.5K and leaving 9,778 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #368.

Quotient Wealth Partners first reported a position in SHBI in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Quotient Wealth Partners held 9,778 shares of Shore Bancshares worth $224K as of Q2 2026.
  • Quotient Wealth Partners sold 2,484 Shore Bancshares shares in Q2 2026, an estimated $50.5K.
  • Shore Bancshares made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Quotient Wealth Partners first reported a position in Shore Bancshares in Q1 2026 and has held it in 2 quarters since.
  • Quotient Wealth Partners's Shore Bancshares position peaked at $229K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.