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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Zacks Investment Management's SHBI Position: Q1 2026 in Review

Zacks Investment Management held its Shore Bancshares (SHBI) position steady in Q1 2026 at 25,676 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Zacks Investment Management first reported a position in SHBI in Q1 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Zacks Investment Management held 25,676 shares of Shore Bancshares worth $480K as of Q1 2026.
  • Zacks Investment Management left its Shore Bancshares share count unchanged in Q1 2026.
  • Shore Bancshares made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #497 holding.
  • Zacks Investment Management first reported a position in Shore Bancshares in Q1 2025 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.