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 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

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Y-Intercept (HK)'s SHBI Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Shore Bancshares (SHBI) in Q2 2026, closing a stake of 16,372 shares — an estimated $306K sold.

Y-Intercept (HK) first reported a position in SHBI in Q1 2023 and held it in 3 quarters. The position peaked at $306K in Q1 2026. 16 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

Y-Intercept (HK) reported no remaining Shore Bancshares position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 16,372 Shore Bancshares shares in Q2 2026, an estimated $306K.
Y-Intercept (HK) first reported a position in Shore Bancshares in Q1 2023 and held it in 3 quarters.
Y-Intercept (HK)'s Shore Bancshares position peaked at $306K in Q1 2026.
16 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.