Principal Securities’s Sandy Spring Bancorp Inc SASR Stock Holding History

Principal Securities’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	-145	Closed	-$4.88K	–	3921
2025 Q1	$4.88K	Hold	145	–	–	﹤0.01%	2781
2024 Q4	$4.88K	Buy	145 +2	+1%	+$70	﹤0.01%	2778
2024 Q3	$4.5K	Buy	143 +1	+0.7%	+$30	﹤0.01%	2705
2024 Q2	$3.45K	Buy	142 +2	+1%	+$44	﹤0.01%	2757
2024 Q1	$3.24K	Buy	140 +2	+1%	+$47	﹤0.01%	2738
2023 Q4	$3.75K	Buy	+138	New	+$3.12K	﹤0.01%	2636

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

Principal Securities's SASR Position: Q2 2025 in Review

Principal Securities sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 145 shares — an estimated $4.88K sold.

Principal Securities first reported a position in SASR in Q4 2023 and held it in 6 quarters. The position peaked at $4.88K in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Principal Securities reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 145 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $4.88K.
Principal Securities first reported a position in Sandy Spring Bancorp Inc in Q4 2023 and held it in 6 quarters.
Principal Securities's Sandy Spring Bancorp Inc position peaked at $4.88K in Q1 2025.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.