Rockefeller Capital Management
SASR

Rockefeller Capital Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Rockefeller Capital 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
Q2 		– Sell
-17,969
Closed -$502K – 1801
2025
Q1 		$502K Buy
17,969
+86
+0.5% +$2.74K ﹤0.01% 1477
2024
Q4 		$603K Buy
17,883
+176
+1% +$6.14K ﹤0.01% 1416
2024
Q3 		$555K Buy
17,707
+228
+1% +$6.74K ﹤0.01% 1402
2024
Q2 		$426K Buy
+17,479
New +$388K ﹤0.01% 1484
2023
Q1 		– Sell
-1,073
Closed -$37K – 3983
2022
Q4 		$37K Buy
1,073
+1,050
+4,565% +$36.8K ﹤0.01% 2538
2022
Q3 		$0 Sell
23
-10,479
-100% -$413K ﹤0.01% 4466
2022
Q2 		$410K Buy
10,502
+2
+0% +$82 ﹤0.01% 1340
2022
Q1 		$471K Sell
10,500
-1,418
-12% -$66.9K ﹤0.01% 1335
2021
Q4 		$573K Buy
11,918
+1,418
+14% +$68.7K ﹤0.01% 1268
2021
Q3 		$481K Hold
10,500
– – ﹤0.01% 1275
2021
Q2 		$463K Hold
10,500
– – ﹤0.01% 1224
2021
Q1 		$456K Hold
10,500
– – ﹤0.01% 1050
2020
Q4 		$337K Hold
10,500
– – ﹤0.01% 1038
2020
Q3 		$242K Sell
10,500
-8,324
-44% -$196K ﹤0.01% 981
2020
Q2 		$466K Buy
18,824
+18,704
+15,587% +$444K ﹤0.01% 722
2020
Q1 		$3K Buy
+120
New +$3.82K ﹤0.01% 2130
2019
Q2 		– Sell
-122
Closed -$4K – 2033
2019
Q1 		$4K Buy
+122
New +$4.03K ﹤0.01% 1689

Other funds holding SASR

Osaic Holdings
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

Rockefeller Capital Management's SASR Position: Q2 2025 in Review

Rockefeller Capital Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 17,969 shares — an estimated $502K sold.

Rockefeller Capital Management first reported a position in SASR in Q1 2019 and held it in 17 quarters. The position peaked at $603K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Rockefeller Capital Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 17,969 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $502K.
  • Rockefeller Capital Management first reported a position in Sandy Spring Bancorp Inc in Q1 2019 and held it in 17 quarters.
  • Rockefeller Capital Management's Sandy Spring Bancorp Inc position peaked at $603K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Rockefeller Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.