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Valmark Advisers’s Shore Bancshares SHBI Stock Holding History

Valmark Advisers’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 		$213K Buy
+9,301
New +$189K ﹤0.01% 702

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

Valmark Advisers's SHBI Position: Q2 2026 in Review

Valmark Advisers opened a new position in Shore Bancshares (SHBI) in Q2 2026: 9,301 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Valmark Advisers held 9,301 shares of Shore Bancshares worth $213K as of Q2 2026.
  • Shore Bancshares was a new Valmark Advisers position in Q2 2026.
  • Shore Bancshares made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #702 holding.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.