Massachusetts Financial Services
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Massachusetts Financial Services’s Shore Bancshares SHBI Stock Holding History

Massachusetts Financial Services’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
2025
Q3 		– Sell
-53,309
Closed -$838K – 913
2025
Q2 		$838K Buy
53,309
+659
+1% +$9.27K ﹤0.01% 830
2025
Q1 		$713K Buy
+52,650
New +$794K ﹤0.01% 824

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Massachusetts Financial Services's SHBI Position: Q3 2025 in Review

Massachusetts Financial Services sold out of Shore Bancshares (SHBI) in Q3 2025, closing a stake of 53,309 shares — an estimated $838K sold.

Massachusetts Financial Services first reported a position in SHBI in Q1 2025 and held it in 2 quarters. The position peaked at $838K in Q2 2025. 153 funds tracked by Wall St. Rank hold SHBI as of Q3 2025.

  • Massachusetts Financial Services reported no remaining Shore Bancshares position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 53,309 Shore Bancshares shares in Q3 2025, an estimated $838K.
  • Massachusetts Financial Services first reported a position in Shore Bancshares in Q1 2025 and held it in 2 quarters.
  • Massachusetts Financial Services's Shore Bancshares position peaked at $838K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.