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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hoxton Planning & Management's SHBI Position: Q2 2026 in Review

Hoxton Planning & Management held its Shore Bancshares (SHBI) position steady in Q2 2026 at 66,634 shares worth $1.53M. The position accounts for 0.4% of the portfolio, ranked #52.

Hoxton Planning & Management first reported a position in SHBI in Q1 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

  • Hoxton Planning & Management held 66,634 shares of Shore Bancshares worth $1.53M as of Q2 2026.
  • Hoxton Planning & Management left its Shore Bancshares share count unchanged in Q2 2026.
  • Shore Bancshares made up 0.4% of Hoxton Planning & Management's portfolio in Q2 2026, its #52 holding.
  • Hoxton Planning & Management first reported a position in Shore Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.