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Shore Bancshares shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Shore Bancshares (SHBI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Shore Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Shore Bancshares held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shore Bancshares by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $388 22 17.68
2025-06-30 $2.4k 151 15.72

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Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
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Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Shore Bancshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
Fourthstone
Manufacturers Life Insurance Company
American Century Companies
State Street Corporation
Geode Capital Management
Union Bankshares
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Ameriprise Financial
AQR Capital Management
Hotchkis and Wiley Capital Management

View all funds holding Shore Bancshares