OPS
SASR

Orion Portfolio Solutions’s Sandy Spring Bancorp Inc SASR Stock Holding History

Orion Portfolio Solutions’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 		$271K Buy
9,688
+128
+1% +$4.07K ﹤0.01% 1670
2024
Q4 		$322K Buy
9,560
+1,234
+15% +$43.1K ﹤0.01% 1524
2024
Q3 		$261K Sell
8,326
-473
-5% -$14K ﹤0.01% 1590
2024
Q2 		$214K Sell
8,799
-4,801
-35% -$107K ﹤0.01% 1614
2024
Q1 		$315K Buy
13,600
+237
+2% +$5.57K ﹤0.01% 1440
2023
Q4 		$357K Buy
13,363
+1,033
+8% +$23.3K ﹤0.01% 1339
2023
Q3 		$264K Buy
12,330
+1,772
+17% +$40.5K ﹤0.01% 1439
2023
Q2 		$239K Sell
10,558
-79
-0.7% -$1.81K ﹤0.01% 1495
2023
Q1 		$276K Buy
+10,637
New +$342K ﹤0.01% 1378

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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $226B AUM 44.75% 1-Year Est. Return

Orion Portfolio Solutions's SASR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Sandy Spring Bancorp Inc (SASR) stake by 1.3% in Q1 2025, buying an estimated $4.07K and bringing the position to 9,688 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Orion Portfolio Solutions first reported a position in SASR in Q1 2023 and has held it in 9 quarters since. The position peaked at $357K in Q4 2023. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Orion Portfolio Solutions held 9,688 shares of Sandy Spring Bancorp Inc worth $271K as of Q1 2025.
  • Orion Portfolio Solutions bought 128 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $4.07K.
  • Sandy Spring Bancorp Inc made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1670 holding.
  • Orion Portfolio Solutions first reported a position in Sandy Spring Bancorp Inc in Q1 2023 and has held it in 9 quarters since.
  • Orion Portfolio Solutions's Sandy Spring Bancorp Inc position peaked at $357K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.