Sandy Spring Bank’s Franklin Resources BEN Stock Holding History

Sandy Spring Bank’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$11.6K	Hold	600	–	–	﹤0.01%	821
2024 Q4	$12.2K	Hold	600	–	–	﹤0.01%	830
2024 Q3	$12.1K	Hold	600	–	–	﹤0.01%	830
2024 Q2	$13.4K	Hold	600	–	–	﹤0.01%	831
2024 Q1	$16.9K	Hold	600	–	–	﹤0.01%	768
2023 Q4	$17.9K	Hold	600	–	–	﹤0.01%	725
2023 Q3	$14.7K	Hold	600	–	–	﹤0.01%	757
2023 Q2	$16K	Hold	600	–	–	﹤0.01%	754
2023 Q1	$16.2K	Hold	600	–	–	﹤0.01%	737
2022 Q4	$15.8K	Hold	600	–	–	﹤0.01%	739
2022 Q3	$13K	Hold	600	–	–	﹤0.01%	746
2022 Q2	$14K	Hold	600	–	–	﹤0.01%	760
2022 Q1	$17K	Hold	600	–	–	﹤0.01%	746
2021 Q4	$20K	Hold	600	–	–	﹤0.01%	761
2021 Q3	$18K	Hold	600	–	–	﹤0.01%	774
2021 Q2	$19K	Hold	600	–	–	﹤0.01%	789
2021 Q1	$18K	Hold	600	–	–	﹤0.01%	694
2020 Q4	$15K	Hold	600	–	–	﹤0.01%	682
2020 Q3	$12K	Hold	600	–	–	﹤0.01%	652
2020 Q2	$13K	Hold	600	–	–	﹤0.01%	657
2020 Q1	$10K	Hold	600	–	–	﹤0.01%	668
2019 Q4	$16K	Hold	600	–	–	﹤0.01%	647
2019 Q3	$17K	Hold	600	–	–	﹤0.01%	646
2019 Q2	$21K	Hold	600	–	–	﹤0.01%	598
2019 Q1	$20K	Hold	600	–	–	﹤0.01%	578
2018 Q4	$18K	Sell	600 -775	-56%	-$23.8K	﹤0.01%	583
2018 Q3	$42K	Buy	1,375 +775	+129%	+$25K	﹤0.01%	487
2018 Q2	$19K	Hold	600	–	–	﹤0.01%	590
2018 Q1	$21K	Hold	600	–	–	﹤0.01%	594
2017 Q4	$26K	Hold	600	–	–	﹤0.01%	551
2017 Q3	$27K	Hold	600	–	–	﹤0.01%	526
2017 Q2	$27K	Hold	600	–	–	﹤0.01%	536
2017 Q1	$25K	Hold	600	–	–	﹤0.01%	555
2016 Q4	$24K	Hold	600	–	–	﹤0.01%	545
2016 Q3	$21K	Hold	600	–	–	﹤0.01%	545
2016 Q2	$20K	Sell	600 -94	-14%	-$3.42K	﹤0.01%	556
2016 Q1	$27K	Sell	694 -350	-34%	-$12.4K	﹤0.01%	532
2015 Q4	$38K	Sell	1,044 -306	-23%	-$12K	﹤0.01%	459
2015 Q3	$50K	Sell	1,350 -502	-27%	-$21.7K	0.01%	439
2015 Q2	$91K	Buy	1,852 +600	+48%	+$30.8K	0.01%	384
2015 Q1	$64K	Hold	1,252	–	–	0.01%	422
2014 Q4	$69K	Sell	1,252 -72	-5%	-$3.98K	0.01%	374
2014 Q3	$72K	Sell	1,324 -200	-13%	-$11.2K	0.01%	368
2014 Q2	$88K	Buy	1,524 +72	+5%	+$3.94K	0.01%	346
2014 Q1	$79K	Buy	1,452 +1,200	+476%	+$64.6K	0.01%	326
2013 Q4	$15K	Hold	252	–	–	﹤0.01%	516
2013 Q3	$13K	Hold	252	–	–	﹤0.01%	517
2013 Q2	$11K	Buy	+252	New	+$12.8K	﹤0.01%	516

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EQF

Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Sandy Spring Bank's BEN Position: Q1 2025 in Review

Sandy Spring Bank held its Franklin Resources (BEN) position steady in Q1 2025 at 600 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Sandy Spring Bank first reported a position in BEN in Q2 2013 and has held it in 48 quarters since. The position peaked at $91K in Q2 2015. 563 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

Sandy Spring Bank held 600 shares of Franklin Resources worth $11.6K as of Q1 2025.
Sandy Spring Bank left its Franklin Resources share count unchanged in Q1 2025.
Franklin Resources made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #821 holding.
Sandy Spring Bank first reported a position in Franklin Resources in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Franklin Resources position peaked at $91K in Q2 2015.
563 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.