Jones Financial Companies’s Sandy Spring Bancorp Inc SASR Stock Holding History

Jones Financial Companies’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	-3	Closed	-$83	–	4203
2025 Q1	$83	Buy	+3	New	+$95	﹤0.01%	3635

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

Jones Financial Companies's SASR Position: Q2 2025 in Review

Jones Financial Companies sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 3 shares — an estimated $83 sold.

Jones Financial Companies first reported a position in SASR in Q1 2025 and held it in 1 quarter. The position peaked at $83 in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Jones Financial Companies reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Jones Financial Companies sold 3 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $83.
Jones Financial Companies first reported a position in Sandy Spring Bancorp Inc in Q1 2025 and held it in 1 quarter.
Jones Financial Companies's Sandy Spring Bancorp Inc position peaked at $83 in Q1 2025.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.