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TD Private Client Wealth’s Shore Bancshares SHBI Stock Holding History

TD Private Client Wealth’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 		$230 Hold
10
– – ﹤0.01% 1639
2026
Q1 		$187 Hold
10
– – ﹤0.01% 1579
2025
Q4 		$177 Buy
+10
New +$168 ﹤0.01% 1545

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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Private Client Wealth's SHBI Position: Q2 2026 in Review

TD Private Client Wealth held its Shore Bancshares (SHBI) position steady in Q2 2026 at 10 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

TD Private Client Wealth first reported a position in SHBI in Q4 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • TD Private Client Wealth held 10 shares of Shore Bancshares worth $230 as of Q2 2026.
  • TD Private Client Wealth left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1639 holding.
  • TD Private Client Wealth first reported a position in Shore Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.