Janney Montgomery Scott’s Shore Bancshares SHBI Stock Holding History

Janney Montgomery Scott’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	$371K	Sell	19,880 -930	-4%	-$17.3K	﹤0.01%	2249
2025 Q4	$368K	Sell	20,810 -931	-4%	-$15.6K	﹤0.01%	2414
2025 Q3	$357K	Hold	21,741	–	–	﹤0.01%	2384
2025 Q2	$342K	Hold	21,741	–	–	﹤0.01%	2268
2025 Q1	$294K	Hold	21,741	–	–	﹤0.01%	2313
2024 Q4	$345K	Buy	21,741 +1,984	+10%	+$30.7K	﹤0.01%	2219
2024 Q3	$276K	Sell	19,757 -549	-3%	-$7.37K	﹤0.01%	2338
2024 Q2	$233K	Sell	20,306 -58	-0.3%	-$630	﹤0.01%	2363
2024 Q1	$234K	Sell	20,364 -413	-2%	-$4.95K	﹤0.01%	2480
2023 Q4	$296K	Sell	20,777 -5,776	-22%	-$68.1K	﹤0.01%	2227
2023 Q3	$279K	Buy	+26,553	New	+$302K	﹤0.01%	2175
2023 Q2	–	Sell	-13,874	Closed	-$198K	–	2726
2023 Q1	$198K	Buy	+13,874	New	+$231K	﹤0.01%	2292

Other funds holding SHBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Janney Montgomery Scott's SHBI Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Shore Bancshares (SHBI) stake by 4.5% in Q1 2026, selling an estimated $17.3K and leaving 19,880 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Janney Montgomery Scott first reported a position in SHBI in Q1 2023 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

Janney Montgomery Scott held 19,880 shares of Shore Bancshares worth $371K as of Q1 2026.
Janney Montgomery Scott sold 930 Shore Bancshares shares in Q1 2026, an estimated $17.3K.
Shore Bancshares made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2249 holding.
Janney Montgomery Scott first reported a position in Shore Bancshares in Q1 2023 and has held it in 12 quarters since.
163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.