Wealth Enhancement Advisory Services’s Shore Bancshares SHBI Stock Holding History

Wealth Enhancement Advisory Services’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	$300K	Buy	+13,237	New	+$269K	﹤0.01%	3203

Other funds holding SHBI

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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

Wealth Enhancement Advisory Services's SHBI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Shore Bancshares (SHBI) in Q2 2026: 13,237 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #3203 among its holdings.

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

Wealth Enhancement Advisory Services held 13,237 shares of Shore Bancshares worth $300K as of Q2 2026.
Shore Bancshares was a new Wealth Enhancement Advisory Services position in Q2 2026.
Shore Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3203 holding.
178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.