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 Q1	$229K	Buy	+12,262	New	+$228K	0.01%	339

Other funds holding SHBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Quotient Wealth Partners's SHBI Position: Q1 2026 in Review

Quotient Wealth Partners opened a new position in Shore Bancshares (SHBI) in Q1 2026: 12,262 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

Quotient Wealth Partners held 12,262 shares of Shore Bancshares worth $229K as of Q1 2026.
Shore Bancshares was a new Quotient Wealth Partners position in Q1 2026.
Shore Bancshares made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #339 holding.
163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.