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Fiduciary Trust’s Shore Bancshares SHBI Stock Holding History

Fiduciary Trust’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
Q1 		$276K Buy
+14,781
New +$275K ﹤0.01% 763
2025
Q4 		– Sell
-18,128
Closed -$297K – 887
2025
Q3 		$297K Buy
18,128
+1,561
+9% +$25.7K ﹤0.01% 714
2025
Q2 		$260K Sell
16,567
-2,244
-12% -$31.6K ﹤0.01% 718
2025
Q1 		$255K Buy
+18,811
New +$284K ﹤0.01% 709

Other funds holding SHBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Fiduciary Trust's SHBI Position: Q1 2026 in Review

Fiduciary Trust opened a new position in Shore Bancshares (SHBI) in Q1 2026: 14,781 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in SHBI as recently as Q3 2025.

Fiduciary Trust first reported a position in SHBI in Q1 2025 and has held it in 4 quarters since. The position peaked at $297K in Q3 2025. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Fiduciary Trust held 14,781 shares of Shore Bancshares worth $276K as of Q1 2026.
  • Shore Bancshares was a new Fiduciary Trust position in Q1 2026.
  • Shore Bancshares made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #763 holding.
  • Fiduciary Trust first reported a position in Shore Bancshares in Q1 2025 and has held it in 4 quarters since.
  • Fiduciary Trust's Shore Bancshares position peaked at $297K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.