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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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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

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

Smithbridge Asset Management reduced its Shore Bancshares (SHBI) stake by 50% in Q1 2026, selling an estimated $261K and leaving 14,025 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #174.

Smithbridge Asset Management first reported a position in SHBI in Q4 2025 and has held it in 2 quarters since. The position peaked at $496K in Q4 2025. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Smithbridge Asset Management held 14,025 shares of Shore Bancshares worth $262K as of Q1 2026.
  • Smithbridge Asset Management sold 14,025 Shore Bancshares shares in Q1 2026, an estimated $261K.
  • Shore Bancshares made up 0.04% of Smithbridge Asset Management's portfolio in Q1 2026, its #174 holding.
  • Smithbridge Asset Management first reported a position in Shore Bancshares in Q4 2025 and has held it in 2 quarters since.
  • Smithbridge Asset Management's Shore Bancshares position peaked at $496K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.