Rockefeller Capital Management
SHBI icon

Rockefeller Capital Management’s Shore Bancshares SHBI Stock Holding History

Rockefeller Capital Management’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 		$53.2K Buy
2,846
+19
+0.7% +$354 ﹤0.01% 3245
2025
Q4 		$50K Buy
2,827
+20
+0.7% +$336 ﹤0.01% 3071
2025
Q3 		$46.1K Buy
+2,807
New +$46.2K ﹤0.01% 2951

Other funds holding SHBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Rockefeller Capital Management's SHBI Position: Q1 2026 in Review

Rockefeller Capital Management increased its Shore Bancshares (SHBI) stake by 0.67% in Q1 2026, buying an estimated $354 and bringing the position to 2,846 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Rockefeller Capital Management first reported a position in SHBI in Q3 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Rockefeller Capital Management held 2,846 shares of Shore Bancshares worth $53.2K as of Q1 2026.
  • Rockefeller Capital Management bought 19 Shore Bancshares shares in Q1 2026, an estimated $354.
  • Shore Bancshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3245 holding.
  • Rockefeller Capital Management first reported a position in Shore Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.