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Rothschild Investment LLC’s Shore Bancshares SHBI Stock Holding History

Rothschild Investment LLC’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 		$7.83K Buy
341
+101
+42% +$2.06K ﹤0.01% 2026
2026
Q1 		$4.48K Buy
240
+75
+45% +$1.4K ﹤0.01% 2109
2025
Q4 		$2.92K Buy
165
+11
+7% +$185 ﹤0.01% 2176
2025
Q3 		$2.53K Buy
154
+19
+14% +$313 ﹤0.01% 2086
2025
Q2 		$2.12K Buy
135
+15
+13% +$211 ﹤0.01% 2037
2025
Q1 		$1.63K Buy
120
+35
+41% +$528 ﹤0.01% 2027
2024
Q4 		$1.35K Buy
85
+30
+55% +$465 ﹤0.01% 2043
2024
Q3 		$769 Buy
55
+10
+22% +$134 ﹤0.01% 2334
2024
Q2 		$515 Buy
+45
New +$488 ﹤0.01% 1997

Other funds holding SHBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $346M AUM 26.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's SHBI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Shore Bancshares (SHBI) stake by 42% in Q2 2026, buying an estimated $2.06K and bringing the position to 341 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Rothschild Investment LLC first reported a position in SHBI in Q2 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Rothschild Investment LLC held 341 shares of Shore Bancshares worth $7.83K as of Q2 2026.
  • Rothschild Investment LLC bought 101 Shore Bancshares shares in Q2 2026, an estimated $2.06K.
  • Shore Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2026 holding.
  • Rothschild Investment LLC first reported a position in Shore Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 62 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.