KIM
SASR

Kestra Investment Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Kestra Investment Management’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
-639
Closed -$21.5K – 1449
2024
Q4 		$21.5K Buy
+639
New +$22.3K ﹤0.01% 707

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kestra Investment Management's SASR Position: Q1 2025 in Review

Kestra Investment Management sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 639 shares — an estimated $21.5K sold.

Kestra Investment Management first reported a position in SASR in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Kestra Investment Management reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 639 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $21.5K.
  • Kestra Investment Management first reported a position in Sandy Spring Bancorp Inc in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Sandy Spring Bancorp Inc position peaked at $21.5K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.