Arax Advisory Partners
SHBI icon

Arax Advisory Partners’s Shore Bancshares SHBI Stock Holding History

Arax Advisory Partners’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
Q3 		$278K Buy
12,400
+405
+3% +$9.45K ﹤0.01% 2123
2026
Q2 		$275K Buy
11,995
+11,864
+9,056% +$241K ﹤0.01% 2027
2026
Q1 		$2.45K Buy
131
+126
+2,520% +$2.34K ﹤0.01% 3051
2025
Q4 		$88 Sell
5
-26,127
-100% -$438K ﹤0.01% 3851
2025
Q3 		$429K Buy
+26,132
New +$430K 0.01% 965

Other funds holding SHBI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Arax Advisory Partners's SHBI Position: Q3 2026 in Review

Arax Advisory Partners increased its Shore Bancshares (SHBI) stake by 3.4% in Q3 2026, buying an estimated $9.45K and bringing the position to 12,400 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Arax Advisory Partners first reported a position in SHBI in Q3 2025 and has held it in 5 quarters since. The position peaked at $429K in Q3 2025. 129 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • Arax Advisory Partners held 12,400 shares of Shore Bancshares worth $278K as of Q3 2026.
  • Arax Advisory Partners bought 405 Shore Bancshares shares in Q3 2026, an estimated $9.45K.
  • Shore Bancshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #2123 holding.
  • Arax Advisory Partners first reported a position in Shore Bancshares in Q3 2025 and has held it in 5 quarters since.
  • Arax Advisory Partners's Shore Bancshares position peaked at $429K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.