Beacon Investment Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Beacon Investment Advisors’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28,114	Closed	-$786K	–	162
2025 Q1	$786K	Buy	28,114 +206	+0.7%	+$6.55K	0.37%	74
2024 Q4	$941K	Buy	27,908 +269	+1%	+$9.39K	0.44%	68
2024 Q3	$867K	Buy	+27,639	New	+$817K	0.41%	72
2023 Q1	–	Sell	-6,474	Closed	-$228K	–	131
2022 Q4	$228K	Buy	+6,474	New	+$227K	0.19%	116

Other funds holding SASR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beacon Investment Advisors's SASR Position: Q2 2025 in Review

Beacon Investment Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 28,114 shares — an estimated $786K sold.

Beacon Investment Advisors first reported a position in SASR in Q4 2022 and held it in 4 quarters. The position peaked at $941K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Beacon Investment Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Beacon Investment Advisors sold 28,114 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $786K.
Beacon Investment Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2022 and held it in 4 quarters.
Beacon Investment Advisors's Sandy Spring Bancorp Inc position peaked at $941K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Beacon Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.