IFP Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

IFP 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 Q1	–	Hold	0	–	–	–	3770
2024 Q4	–	Hold	0	–	–	–	3825
2024 Q2	–	Sell	-30	Closed	-$695	–	3365
2024 Q1	$695	Buy	+30	New	+$705	﹤0.01%	2931
2022 Q1	–	Sell	-26	Closed	-$1K	–	4604
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	3155
2021 Q3	$1K	Sell	26 -100	-79%	-$4.28K	﹤0.01%	3169
2021 Q2	$5K	Hold	126	–	–	﹤0.01%	2503
2021 Q1	$5K	Buy	126 +100	+385%	+$3.8K	﹤0.01%	2441
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	2840
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	2740
2020 Q2	$1K	Buy	+26	New	+$618	﹤0.01%	2643
2017 Q4	–	Sell	-54	Closed	-$2K	–	4143
2017 Q3	$2K	Buy	+54	New	+$2.12K	﹤0.01%	3811
2016 Q1	–	Sell	-109	Closed	-$3K	–	3521
2015 Q4	$3K	Buy	+109	New	+$3.01K	﹤0.01%	3236

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

IFP Advisors's SASR Position: Q1 2025 in Review

IFP Advisors held its Sandy Spring Bancorp Inc (SASR) position steady in Q1 2025 at 0 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #3770.

IFP Advisors first reported a position in SASR in Q4 2015 and has held it in 10 quarters since. The position peaked at $5K in Q2 2021. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

IFP Advisors held 0 shares of Sandy Spring Bancorp Inc worth $140 as of Q1 2025.
IFP Advisors left its Sandy Spring Bancorp Inc share count unchanged in Q1 2025.
Sandy Spring Bancorp Inc made up ﹤0.01% of IFP Advisors's portfolio in Q1 2025, its #3770 holding.
IFP Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2015 and has held it in 10 quarters since.
IFP Advisors's Sandy Spring Bancorp Inc position peaked at $5K in Q2 2021.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.