Smartleaf Asset Management’s Shore Bancshares SHBI Stock Holding History

Smartleaf Asset 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 Q1	–	Sell	-46	Closed	-$813	–	3632
2025 Q4	$813	Hold	46	–	–	﹤0.01%	3194
2025 Q3	$761	Hold	46	–	–	﹤0.01%	2790
2025 Q2	$717	Hold	46	–	–	﹤0.01%	2531
2025 Q1	$622	Hold	46	–	–	﹤0.01%	2662
2024 Q4	$728	Buy	+46	New	+$713	﹤0.01%	2724

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

Smartleaf Asset Management's SHBI Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Shore Bancshares (SHBI) in Q1 2026, closing a stake of 46 shares — an estimated $813 sold.

Smartleaf Asset Management first reported a position in SHBI in Q4 2024 and held it in 5 quarters. The position peaked at $813 in Q4 2025. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

Smartleaf Asset Management reported no remaining Shore Bancshares position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 46 Shore Bancshares shares in Q1 2026, an estimated $813.
Smartleaf Asset Management first reported a position in Shore Bancshares in Q4 2024 and held it in 5 quarters.
Smartleaf Asset Management's Shore Bancshares position peaked at $813 in Q4 2025.
163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.