Toth Financial Advisory’s Shore Bancshares SHBI Stock Holding History

Toth Financial Advisory’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	$6.72K	Hold	300	–	–	﹤0.01%	627
2026 Q2	$6.88K	Hold	300	–	–	﹤0.01%	623
2026 Q1	$5.6K	Hold	300	–	–	﹤0.01%	626
2025 Q4	$5.3K	Hold	300	–	–	﹤0.01%	628
2025 Q3	$4.92K	Hold	300	–	–	﹤0.01%	615
2025 Q2	$4.72K	Hold	300	–	–	﹤0.01%	566
2025 Q1	$4.06K	Hold	300	–	–	﹤0.01%	541
2024 Q4	$4.76K	Hold	300	–	–	﹤0.01%	516
2024 Q3	$4.2K	Hold	300	–	–	﹤0.01%	536
2024 Q2	$3.44K	Hold	300	–	–	﹤0.01%	555
2024 Q1	$3.45K	Hold	300	–	–	﹤0.01%	556
2023 Q4	$4.28K	Hold	300	–	–	﹤0.01%	548
2023 Q3	$3.16K	Hold	300	–	–	﹤0.01%	587
2023 Q2	$3.47K	Hold	300	–	–	﹤0.01%	584
2023 Q1	$4.28K	Hold	300	–	–	﹤0.01%	560
2022 Q4	$5.23K	Hold	300	–	–	﹤0.01%	499
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	553
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	491
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	525
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	549
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	560
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	512
2021 Q1	$5K	Hold	300	–	–	﹤0.01%	516
2020 Q4	$4K	Hold	300	–	–	﹤0.01%	479
2020 Q3	$3K	Hold	300	–	–	﹤0.01%	461
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	451
2020 Q1	$3K	Hold	300	–	–	﹤0.01%	367
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	362
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	361
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	374
2019 Q1	$4K	Hold	300	–	–	﹤0.01%	364
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	346
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	360
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	347
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	351
2017 Q4	$5K	Buy	+300	New	+$5.13K	﹤0.01%	364

Other funds holding SHBI

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Toth Financial Advisory's SHBI Position: Q3 2026 in Review

Toth Financial Advisory held its Shore Bancshares (SHBI) position steady in Q3 2026 at 300 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Toth Financial Advisory first reported a position in SHBI in Q4 2017 and has held it in 36 quarters since. The position peaked at $6.88K in Q2 2026. 35 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

Toth Financial Advisory held 300 shares of Shore Bancshares worth $6.72K as of Q3 2026.
Toth Financial Advisory left its Shore Bancshares share count unchanged in Q3 2026.
Shore Bancshares made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #627 holding.
Toth Financial Advisory first reported a position in Shore Bancshares in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's Shore Bancshares position peaked at $6.88K in Q2 2026.
35 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.