MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in SHBI — Shore Bancshares Inc
CIK 1607355
GLASTONBURY, CT
Position in SHBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,180
New position
Shares Held
400
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#151
of 176 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $777,271 across 8 Banks - Regional names. SHBI ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
8,700 | $609,609 | |
| 2 | MTB |
M&T Bank Corp
|
426 | $101,392 | |
| 3 | CARE |
Carter Bankshares, Inc.
|
600 | $20,406 | |
| 4 | KEY |
Keycorp /New/
|
515 | $11,870 | |
| 5 | USB |
US Bancorp De
|
175 | $10,570 | |
| 6 | SHBI |
Shore Bancshares Inc
This page
|
400 | $9,180 | |
| 7 | VLY |
Valley National Bancorp
|
500 | $7,325 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
100 | $6,919 |
All Filings in SHBI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,180 | 400 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||