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Creative Planning SHBI Position History
Shore Bancshares, Inc. • Financial Services
Quarters held
8
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $89K |
| Q4 2025 | $2.8M |
| Q1 2026 | $3.3M |
| Q2 2026 | $142K |
| Q2 2026 | $4.3M |
| Q3 2026 | $131K |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 205.2K | — | — |
| Q3 2026 | $131K | 5.9K | — | — |
| Q2 2026 | $4.3M | 189.1K | — | — |
| Q2 2026 | $142K | 6.2K | — | — |
| Q1 2026 | $3.3M | 175.0K | — | — |
| Q4 2025 | $2.8M | 159.4K | — | — |
| Q3 2025 | $89K | 5.4K | — | — |
| Q3 2025 | $2.4M | 145.2K | — | — |
Other funds holding SHBI
$27.7M
$26.8M
$25.9M
$23.6M
$23.6M
$22.2M