Sequoia Financial Advisors’s Shore Bancshares SHBI Stock Holding History

Sequoia Financial Advisors’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	$418K	Buy	+18,196	New	+$370K	﹤0.01%	1451

Other funds holding SHBI

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors's SHBI Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Shore Bancshares (SHBI) in Q2 2026: 18,196 shares worth $418K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings.

20 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

Sequoia Financial Advisors held 18,196 shares of Shore Bancshares worth $418K as of Q2 2026.
Shore Bancshares was a new Sequoia Financial Advisors position in Q2 2026.
Shore Bancshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1451 holding.
20 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.