Chapin Davis’s Shore Bancshares SHBI Stock Holding History

Chapin Davis’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	–	Sell	-9,775	Closed	-$224K	–	273
2026 Q2	$224K	Buy	+9,775	New	+$199K	0.04%	230
2026 Q1	–	Sell	-12,275	Closed	-$217K	–	271
2025 Q4	$217K	Hold	12,275	–	–	0.05%	225
2025 Q3	$201K	Buy	12,275 +275	+2%	+$4.53K	0.05%	235
2025 Q2	$189K	Hold	12,000	–	–	0.05%	221
2025 Q1	$162K	Sell	12,000 -5,500	-31%	-$82.9K	0.06%	211
2024 Q4	$245K	Hold	17,500	–	–	0.08%	193
2024 Q3	$245K	Hold	17,500	–	–	0.08%	194
2024 Q2	$200K	Hold	17,500	–	–	0.07%	212
2024 Q1	$201K	Sell	17,500 -2,000	-10%	-$24K	0.07%	216
2023 Q4	$278K	Hold	19,500	–	–	0.12%	162
2023 Q3	$205K	Hold	19,500	–	–	0.1%	177
2023 Q2	$225K	Hold	19,500	–	–	0.11%	177
2023 Q1	$278K	Buy	+19,500	New	+$324K	0.14%	155

Other funds holding SHBI

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Chapin Davis's SHBI Position: Q3 2026 in Review

Chapin Davis sold out of Shore Bancshares (SHBI) in Q3 2026, closing a stake of 9,775 shares — an estimated $224K sold.

Chapin Davis first reported a position in SHBI in Q1 2023 and held it in 13 quarters. The position peaked at $278K in Q1 2023. 27 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

Chapin Davis reported no remaining Shore Bancshares position as of Q3 2026 after selling out during the quarter.
Chapin Davis sold 9,775 Shore Bancshares shares in Q3 2026, an estimated $224K.
Chapin Davis first reported a position in Shore Bancshares in Q1 2023 and held it in 13 quarters.
Chapin Davis's Shore Bancshares position peaked at $278K in Q1 2023.
27 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.