Coldstream Capital Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Coldstream Capital Management’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	-867	Closed	-$24.2K	–	3547
2025 Q1	$24.2K	Buy	+867	New	+$27.6K	﹤0.01%	2026

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

Coldstream Capital Management's SASR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 867 shares — an estimated $24.2K sold.

Coldstream Capital Management first reported a position in SASR in Q1 2025 and held it in 1 quarter. The position peaked at $24.2K in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Coldstream Capital Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 867 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $24.2K.
Coldstream Capital Management first reported a position in Sandy Spring Bancorp Inc in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's Sandy Spring Bancorp Inc position peaked at $24.2K in Q1 2025.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.