Hoxton Planning & Management
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Hoxton Planning & Management’s Shore Bancshares SHBI Stock Holding History

Hoxton Planning & Management’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 		$1.12M Sell
49,824
-16,810
-25% -$392K 0.28% 65
2026
Q2 		$1.53M Hold
66,634
– – 0.4% 52
2026
Q1 		$1.24M Sell
66,634
-1,802
-3% -$33.5K 0.37% 55
2025
Q4 		$1.21M Hold
68,436
– – 0.36% 54
2025
Q3 		$1.12M Buy
68,436
+3,306
+5% +$54.4K 0.36% 53
2025
Q2 		$1.02M Hold
65,130
– – 0.35% 54
2025
Q1 		$882K Buy
+65,130
New +$982K 0.34% 63

Other funds holding SHBI

Corbyn Investment Management
Corbyn Investment Management Lutherville, Maryland $336M AUM 15.47% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Tred Avon Family Wealth
Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Hoxton Planning & Management's SHBI Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Shore Bancshares (SHBI) stake by 25% in Q3 2026, selling an estimated $392K and leaving 49,824 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #65.

Hoxton Planning & Management first reported a position in SHBI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2026. 43 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • Hoxton Planning & Management held 49,824 shares of Shore Bancshares worth $1.12M as of Q3 2026.
  • Hoxton Planning & Management sold 16,810 Shore Bancshares shares in Q3 2026, an estimated $392K.
  • Shore Bancshares made up 0.28% of Hoxton Planning & Management's portfolio in Q3 2026, its #65 holding.
  • Hoxton Planning & Management first reported a position in Shore Bancshares in Q1 2025 and has held it in 7 quarters since.
  • Hoxton Planning & Management's Shore Bancshares position peaked at $1.53M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.