Position in SHBI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,534
+$5,256 QoQ
Shares Held
459
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 177 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $3,532,128 across 17 Banks - Regional names. SHBI ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
50,374 | $3,042,589 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
6,000 | $260,250 | |
| 3 | CVBF |
Cvb Financial Corp
|
7,500 | $169,125 | |
| 4 | FITB |
Fifth Third Bancorp
|
198 | $11,161 | |
| 5 | SHBI |
Shore Bancshares Inc
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|
459 | $10,534 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
158 | $7,241 | |
| 7 | TBBK |
Bancorp, Inc.
|
85 | $5,324 | |
| 8 | TFC |
Truist Financial Corp
|
85 | $4,234 |
All Filings in SHBI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,534 | 459 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $5,278 | 459 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||