Focus Partners Wealth
SASR

Focus Partners Wealth’s Sandy Spring Bancorp Inc SASR Stock Holding History

Focus Partners Wealth’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
-23,378
Closed -$653K – 2150
2025
Q1 		$653K Buy
23,378
+112
+0.5% +$3.56K ﹤0.01% 1221
2024
Q4 		$784K Buy
23,266
+18,919
+435% +$660K ﹤0.01% 1143
2024
Q3 		$1.15M Buy
+4,347
New +$128K ﹤0.01% 902

Other funds holding SASR

Osaic Holdings
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

Focus Partners Wealth's SASR Position: Q2 2025 in Review

Focus Partners Wealth sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 23,378 shares — an estimated $653K sold.

Focus Partners Wealth first reported a position in SASR in Q3 2024 and held it in 3 quarters. The position peaked at $1.15M in Q3 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Focus Partners Wealth reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 23,378 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $653K.
  • Focus Partners Wealth first reported a position in Sandy Spring Bancorp Inc in Q3 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Sandy Spring Bancorp Inc position peaked at $1.15M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.