Y-Intercept (HK)’s Shore Bancshares SHBI Stock Holding History

Y-Intercept (HK)’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	$1.13M	Buy	+50,288	New	+$1.17M	0.02%	950
2026 Q2	–	Sell	-16,372	Closed	-$306K	–	2115
2026 Q1	$306K	Buy	+16,372	New	+$305K	0.01%	1374
2025 Q3	–	Sell	-13,979	Closed	-$220K	–	1991
2025 Q2	$220K	Buy	+13,979	New	+$197K	0.01%	1442
2023 Q2	–	Sell	-16,403	Closed	-$234K	–	1677
2023 Q1	$234K	Buy	+16,403	New	+$273K	0.03%	882

Other funds holding SHBI

Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 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

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

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Y-Intercept (HK)'s SHBI Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Shore Bancshares (SHBI) in Q3 2026: 50,288 shares worth $1.13M. The stake represents 0.02% of the portfolio and ranks #950 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SHBI as recently as Q1 2026.

Y-Intercept (HK) first reported a position in SHBI in Q1 2023 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold SHBI as of Q3 2026.

Y-Intercept (HK) held 50,288 shares of Shore Bancshares worth $1.13M as of Q3 2026.
Shore Bancshares was a new Y-Intercept (HK) position in Q3 2026.
Shore Bancshares made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #950 holding.
Y-Intercept (HK) first reported a position in Shore Bancshares in Q1 2023 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held Shore Bancshares as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.