Founders Financial Securities’s Sandy Spring Bancorp Inc SASR Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-11,422	Closed	-$385K	–	509
2024 Q4	$385K	Hold	11,422	–	–	0.03%	343
2024 Q3	$358K	Hold	11,422	–	–	0.03%	318
2024 Q2	$278K	Hold	11,422	–	–	0.03%	359
2024 Q1	$265K	Hold	11,422	–	–	0.03%	336
2023 Q4	$311K	Hold	11,422	–	–	0.03%	301
2023 Q3	$245K	Buy	+11,422	New	+$261K	0.03%	292
2023 Q2	–	Sell	-8,196	Closed	-$213K	–	341
2023 Q1	$213K	Hold	8,196	–	–	0.03%	296
2022 Q4	$289K	Hold	8,196	–	–	0.05%	261
2022 Q3	$289K	Buy	8,196 +1,639	+25%	+$64.6K	0.05%	233
2022 Q2	$256K	Hold	6,557	–	–	0.05%	214
2022 Q1	$295K	Hold	6,557	–	–	0.05%	220
2021 Q4	$315K	Hold	6,557	–	–	0.06%	205
2021 Q3	$300K	Hold	6,557	–	–	0.06%	213
2021 Q2	$289K	Hold	6,557	–	–	0.06%	233
2021 Q1	$285K	Sell	6,557 -1,617	-20%	-$61.5K	0.07%	204
2020 Q4	$263K	Buy	+8,174	New	+$233K	0.06%	184

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Founders Financial Securities's SASR Position: Q1 2025 in Review

Founders Financial Securities sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 11,422 shares — an estimated $385K sold.

Founders Financial Securities first reported a position in SASR in Q4 2020 and held it in 16 quarters. The position peaked at $385K in Q4 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

Founders Financial Securities reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
Founders Financial Securities sold 11,422 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $385K.
Founders Financial Securities first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 16 quarters.
Founders Financial Securities's Sandy Spring Bancorp Inc position peaked at $385K in Q4 2024.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Founders Financial Securities's 13F filing for Q1 2025, filed 12 May 2025.