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Steward Partners Investment Advisory’s Shore Bancshares SHBI Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-62
Closed -$975 – 4371
2025
Q2 		$975 Hold
62
– – ﹤0.01% 3867
2025
Q1 		$839 Hold
62
– – ﹤0.01% 3802
2024
Q4 		$983 Hold
62
– – ﹤0.01% 3754
2024
Q3 		$867 Hold
62
– – ﹤0.01% 3542
2024
Q2 		$710 Buy
+62
New +$673 ﹤0.01% 3432

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Steward Partners Investment Advisory's SHBI Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Shore Bancshares (SHBI) in Q3 2025, closing a stake of 62 shares — an estimated $975 sold.

Steward Partners Investment Advisory first reported a position in SHBI in Q2 2024 and held it in 5 quarters. The position peaked at $983 in Q4 2024. 153 funds tracked by Wall St. Rank hold SHBI as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Shore Bancshares position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 62 Shore Bancshares shares in Q3 2025, an estimated $975.
  • Steward Partners Investment Advisory first reported a position in Shore Bancshares in Q2 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Shore Bancshares position peaked at $983 in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.