Smithbridge Asset Management
SHBI icon

Smithbridge Asset Management’s Shore Bancshares SHBI Stock Holding History

Smithbridge 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
Q3 		$314K Hold
14,025
– – 0.04% 158
2026
Q2 		$322K Hold
14,025
– – 0.04% 161
2026
Q1 		$262K Sell
14,025
-14,025
-50% -$261K 0.04% 174
2025
Q4 		$496K Buy
+28,050
New +$471K 0.04% 146

Other funds holding SHBI

SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Tred Avon Family Wealth
Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hoxton Planning & Management
Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Smithbridge Asset Management's SHBI Position: Q3 2026 in Review

Smithbridge Asset Management held its Shore Bancshares (SHBI) position steady in Q3 2026 at 14,025 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #158.

Smithbridge Asset Management first reported a position in SHBI in Q4 2025 and has held it in 4 quarters since. The position peaked at $496K in Q4 2025. 37 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

  • Smithbridge Asset Management held 14,025 shares of Shore Bancshares worth $314K as of Q3 2026.
  • Smithbridge Asset Management left its Shore Bancshares share count unchanged in Q3 2026.
  • Shore Bancshares made up 0.04% of Smithbridge Asset Management's portfolio in Q3 2026, its #158 holding.
  • Smithbridge Asset Management first reported a position in Shore Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Smithbridge Asset Management's Shore Bancshares position peaked at $496K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.