UBS AM’s Shore Bancshares SHBI Stock Holding History

UBS AM’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	$29.7K	Hold	1,295	–	–	﹤0.01%	3051
2026 Q1	$24.2K	Buy	1,295 +919	+244%	+$17.1K	﹤0.01%	3098
2025 Q4	$6.65K	Buy	+376	New	+$6.31K	﹤0.01%	2931

Other funds holding SHBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM's SHBI Position: Q2 2026 in Review

UBS AM held its Shore Bancshares (SHBI) position steady in Q2 2026 at 1,295 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

UBS AM first reported a position in SHBI in Q4 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

UBS AM held 1,295 shares of Shore Bancshares worth $29.7K as of Q2 2026.
UBS AM left its Shore Bancshares share count unchanged in Q2 2026.
Shore Bancshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3051 holding.
UBS AM first reported a position in Shore Bancshares in Q4 2025 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.