True Wealth Design
SHBI icon

True Wealth Design’s Shore Bancshares SHBI Stock Holding History

True Wealth Design’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
Q3 		$1.25K Hold
56
– – ﹤0.01% 1857
2026
Q2 		$1.29K Hold
56
– – ﹤0.01% 1886
2026
Q1 		$1.05K Hold
56
– – ﹤0.01% 1791
2025
Q4 		$991 Sell
56
-13
-19% -$218 ﹤0.01% 1707
2025
Q3 		$1.13K Buy
+69
New +$1.14K ﹤0.01% 1708

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Hoxton Planning & Management
Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Smithbridge Asset Management
Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

True Wealth Design's SHBI Position: Q3 2026 in Review

True Wealth Design held its Shore Bancshares (SHBI) position steady in Q3 2026 at 56 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

True Wealth Design first reported a position in SHBI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.29K in Q2 2026. 27 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • True Wealth Design held 56 shares of Shore Bancshares worth $1.25K as of Q3 2026.
  • True Wealth Design left its Shore Bancshares share count unchanged in Q3 2026.
  • Shore Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1857 holding.
  • True Wealth Design first reported a position in Shore Bancshares in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Shore Bancshares position peaked at $1.29K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.