Ken Fisher’s Shore Bancshares SHBI Stock Holding History

Ken Fisher’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	$1.82M	Hold	97,659	–	–	﹤0.01%	585
2025 Q4	$1.73M	Hold	97,659	–	–	﹤0.01%	581
2025 Q3	$1.6M	Sell	97,659 -5,737	-6%	-$94.5K	﹤0.01%	611
2025 Q2	$1.63M	Buy	103,396 +17,058	+20%	+$240K	﹤0.01%	605
2025 Q1	$1.17M	Hold	86,338	–	–	﹤0.01%	655
2024 Q4	$1.37M	Hold	86,338	–	–	﹤0.01%	628
2024 Q3	$1.21M	Hold	86,338	–	–	﹤0.01%	641
2024 Q2	$989K	Hold	86,338	–	–	﹤0.01%	682
2024 Q1	$993K	Hold	86,338	–	–	﹤0.01%	686
2023 Q4	$1.23M	Hold	86,338	–	–	﹤0.01%	659
2023 Q3	$908K	Buy	86,338 +28,277	+49%	+$322K	﹤0.01%	762
2023 Q2	$671K	Buy	+58,061	New	+$711K	﹤0.01%	837

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

Ken Fisher's SHBI Position: Q1 2026 in Review

Ken Fisher held its Shore Bancshares (SHBI) position steady in Q1 2026 at 97,659 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Ken Fisher first reported a position in SHBI in Q2 2023 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

Ken Fisher held 97,659 shares of Shore Bancshares worth $1.82M as of Q1 2026.
Ken Fisher left its Shore Bancshares share count unchanged in Q1 2026.
Shore Bancshares made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #585 holding.
Ken Fisher first reported a position in Shore Bancshares in Q2 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 Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.