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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
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

Other funds holding SHBI

HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFS
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
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's SHBI Position: Q2 2026 in Review

True Wealth Design held its Shore Bancshares (SHBI) position steady in Q2 2026 at 56 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

True Wealth Design first reported a position in SHBI in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • True Wealth Design held 56 shares of Shore Bancshares worth $1.29K as of Q2 2026.
  • True Wealth Design left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1886 holding.
  • True Wealth Design first reported a position in Shore Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.