Raymond James Financial
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Raymond James Financial’s Shore Bancshares SHBI Stock Holding History

Raymond James Financial’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 		$366K Buy
19,583
+94
+0.5% +$1.75K ﹤0.01% 4555
2025
Q4 		$345K Buy
19,489
+656
+3% +$11K ﹤0.01% 4485
2025
Q3 		$309K Buy
18,833
+1,699
+10% +$28K ﹤0.01% 4398
2025
Q2 		$269K Sell
17,134
-607
-3% -$8.54K ﹤0.01% 4361
2025
Q1 		$240K Buy
17,741
+109
+0.6% +$1.64K ﹤0.01% 4330
2024
Q4 		$279K Buy
+17,632
New +$273K ﹤0.01% 4218

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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

Raymond James Financial's SHBI Position: Q1 2026 in Review

Raymond James Financial increased its Shore Bancshares (SHBI) stake by 0.48% in Q1 2026, buying an estimated $1.75K and bringing the position to 19,583 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #4555.

Raymond James Financial first reported a position in SHBI in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Raymond James Financial held 19,583 shares of Shore Bancshares worth $366K as of Q1 2026.
  • Raymond James Financial bought 94 Shore Bancshares shares in Q1 2026, an estimated $1.75K.
  • Shore Bancshares made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4555 holding.
  • Raymond James Financial first reported a position in Shore Bancshares in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.