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Shore Bancshares shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Shore Bancshares (SHBI) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Shore Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Shore Bancshares held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shore Bancshares by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 62k 17.68

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

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