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Shore Bancshares shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Shore Bancshares (SHBI) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Shore Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Shore Bancshares held by Hoxton Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shore Bancshares by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 68k 16.41
2025-06-30 $1.0M 65k 15.72
2025-03-31 $882k 65k 13.54

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Hoxton Planning & Management

Top funds holding Shore Bancshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
Manufacturers Life Insurance Company
State Street Corporation
American Century Companies
Geode Capital Management
Fourthstone
Union Bankshares
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
AQR Capital Management
Hotchkis and Wiley Capital Management
Nuveen

View all funds holding Shore Bancshares