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Wealthspire Advisors (New York)’s Shore Bancshares SHBI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-8,611
Closed -$141K – 2566
2025
Q3 		$141K Buy
+8,611
New +$142K ﹤0.01% 912

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Wellington Management Group
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FL
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHBI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Shore Bancshares (SHBI) in Q4 2025, closing a stake of 8,611 shares — an estimated $141K sold.

Wealthspire Advisors (New York) first reported a position in SHBI in Q3 2025 and held it in 1 quarter. The position peaked at $141K in Q3 2025. 148 funds tracked by Wall St. Rank hold SHBI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Shore Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8,611 Shore Bancshares shares in Q4 2025, an estimated $141K.
  • Wealthspire Advisors (New York) first reported a position in Shore Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Shore Bancshares position peaked at $141K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Shore Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.