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Tred Avon Family Wealth’s Shore Bancshares SHBI Stock Holding History

Tred Avon Family Wealth’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 		$1.16M Hold
62,243
– – 0.39% 68
2025
Q4 		$1.1M Sell
62,243
-333
-0.5% -$5.59K 0.36% 69
2025
Q3 		$1.03M Buy
+62,576
New +$1.03M 0.35% 72

Other funds holding SHBI

BlackRock
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

Tred Avon Family Wealth's SHBI Position: Q1 2026 in Review

Tred Avon Family Wealth held its Shore Bancshares (SHBI) position steady in Q1 2026 at 62,243 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #68.

Tred Avon Family Wealth first reported a position in SHBI in Q3 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold SHBI as of Q1 2026.

  • Tred Avon Family Wealth held 62,243 shares of Shore Bancshares worth $1.16M as of Q1 2026.
  • Tred Avon Family Wealth left its Shore Bancshares share count unchanged in Q1 2026.
  • Shore Bancshares made up 0.39% of Tred Avon Family Wealth's portfolio in Q1 2026, its #68 holding.
  • Tred Avon Family Wealth first reported a position in Shore Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.