TRED AVON FAMILY WEALTH, LLC

Position in SHBI — Shore Bancshares Inc

CIK 2094435 EASTON, MD

Position in SHBI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,428,476

+$265,777 QoQ

Shares Held

62,243

0.0% QoQ

Ownership

0.187%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#58

of 177 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $3,923,362 across 4 Banks - Regional names. SHBI ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc This page	62,243	$1,428,476
2	COLB	Columbia Banking System, Inc.	31,968	$1,024,574
3	KB	KB Financial Group Inc.	8,075	$847,552
4	AUB	Atlantic Union Bankshares Corp	14,719	$622,760

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,428,476	62,243	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,162,699	62,243	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,100,456	62,243	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$1,026,872	62,576	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.