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Zacks Investment Management’s Shore Bancshares SHBI Stock Holding History

Zacks Investment Management’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 		$663K Buy
28,868
+3,192
+12% +$64.9K ﹤0.01% 472
2026
Q1 		$480K Hold
25,676
– – ﹤0.01% 497
2025
Q4 		$454K Buy
25,676
+1
+0% +$17 ﹤0.01% 525
2025
Q3 		$421K Sell
25,675
-4,129
-14% -$68K ﹤0.01% 522
2025
Q2 		$469K Sell
29,804
-1
-0% -$14 ﹤0.01% 490
2025
Q1 		$404K Buy
+29,805
New +$449K ﹤0.01% 510

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

Zacks Investment Management's SHBI Position: Q2 2026 in Review

Zacks Investment Management increased its Shore Bancshares (SHBI) stake by 12% in Q2 2026, buying an estimated $64.9K and bringing the position to 28,868 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Zacks Investment Management first reported a position in SHBI in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Zacks Investment Management held 28,868 shares of Shore Bancshares worth $663K as of Q2 2026.
  • Zacks Investment Management bought 3,192 Shore Bancshares shares in Q2 2026, an estimated $64.9K.
  • Shore Bancshares made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #472 holding.
  • Zacks Investment Management first reported a position in Shore Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.