LPL Financial’s Sandy Spring Bancorp Inc SASR Stock Holding History

LPL Financial’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	-9,753	Closed	-$273K	–	5727
2025 Q1	$273K	Sell	9,753 -7,234	-43%	-$230K	﹤0.01%	4651
2024 Q4	$573K	Buy	16,987 +297	+2%	+$10.4K	﹤0.01%	3976
2024 Q3	$524K	Buy	+16,690	New	+$493K	﹤0.01%	3955
2024 Q2	–	Sell	-9,083	Closed	-$211K	–	5166
2024 Q1	$211K	Buy	9,083 +972	+12%	+$22.9K	﹤0.01%	4470
2023 Q4	$221K	Sell	8,111 -1,423	-15%	-$32.1K	﹤0.01%	4322
2023 Q3	$204K	Buy	+9,534	New	+$218K	﹤0.01%	4223

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

LPL Financial's SASR Position: Q2 2025 in Review

LPL Financial sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 9,753 shares — an estimated $273K sold.

LPL Financial first reported a position in SASR in Q3 2023 and held it in 6 quarters. The position peaked at $573K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

LPL Financial reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
LPL Financial sold 9,753 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $273K.
LPL Financial first reported a position in Sandy Spring Bancorp Inc in Q3 2023 and held it in 6 quarters.
LPL Financial's Sandy Spring Bancorp Inc position peaked at $573K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.