Impact Partnership Wealth’s Sandy Spring Bancorp Inc SASR Stock Holding History

Impact Partnership 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	-17,128	Closed	-$479K	–	358
2025 Q1	$479K	Buy	17,128 +170	+1%	+$5.41K	0.1%	118
2024 Q4	$572K	Buy	16,958 +156	+0.9%	+$5.44K	0.12%	107
2024 Q3	$527K	Buy	16,802 +194	+1%	+$5.73K	0.12%	107
2024 Q2	$405K	Buy	+16,608	New	+$369K	0.11%	131

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

Impact Partnership Wealth's SASR Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 17,128 shares — an estimated $479K sold.

Impact Partnership Wealth first reported a position in SASR in Q2 2024 and held it in 4 quarters. The position peaked at $572K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Impact Partnership Wealth reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Impact Partnership Wealth sold 17,128 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $479K.
Impact Partnership Wealth first reported a position in Sandy Spring Bancorp Inc in Q2 2024 and held it in 4 quarters.
Impact Partnership Wealth's Sandy Spring Bancorp Inc position peaked at $572K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.