Private Trust Company’s Sandy Spring Bancorp Inc SASR Stock Holding History

Private Trust Company’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	-7	Closed	-$196	–	2610
2025 Q1	$196	Hold	7	–	–	﹤0.01%	2449
2024 Q4	$236	Hold	7	–	–	﹤0.01%	2288
2024 Q3	$220	Hold	7	–	–	﹤0.01%	2263
2024 Q2	$171	Hold	7	–	–	﹤0.01%	2252
2024 Q1	$162	Hold	7	–	–	﹤0.01%	2234
2023 Q4	$191	Hold	7	–	–	﹤0.01%	2282
2023 Q3	$150	Hold	7	–	–	﹤0.01%	2296
2023 Q2	$159	Hold	7	–	–	﹤0.01%	2276
2023 Q1	$182	Buy	+7	New	+$225	﹤0.01%	2247

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

Private Trust Company's SASR Position: Q2 2025 in Review

Private Trust Company sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 7 shares — an estimated $196 sold.

Private Trust Company first reported a position in SASR in Q1 2023 and held it in 9 quarters. The position peaked at $236 in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Private Trust Company reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Private Trust Company sold 7 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $196.
Private Trust Company first reported a position in Sandy Spring Bancorp Inc in Q1 2023 and held it in 9 quarters.
Private Trust Company's Sandy Spring Bancorp Inc position peaked at $236 in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.