Sandy Spring Bank’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$40.2K	Buy	166 +13	+8%	+$3.06K	﹤0.01%	612
2024 Q4	$34.6K	Hold	153	–	–	﹤0.01%	657
2024 Q3	$32.9K	Sell	153 -11	-7%	-$2.3K	﹤0.01%	672
2024 Q2	$32.3K	Buy	164 +11	+7%	+$2.18K	﹤0.01%	669
2024 Q1	$31.3K	Hold	153	–	–	﹤0.01%	673
2023 Q4	$31.5K	Hold	153	–	–	﹤0.01%	641
2023 Q3	$27.4K	Hold	153	–	–	﹤0.01%	654
2023 Q2	$25.3K	Hold	153	–	–	﹤0.01%	673
2023 Q1	$22.4K	Hold	153	–	–	﹤0.01%	678
2022 Q4	$20.5K	Sell	153 -21	-12%	-$2.98K	﹤0.01%	690
2022 Q3	$25K	Sell	174 -60	-26%	-$9.74K	﹤0.01%	635
2022 Q2	$33K	Hold	234	–	–	﹤0.01%	591
2022 Q1	$36K	Buy	234 +21	+10%	+$3.22K	﹤0.01%	608
2021 Q4	$39K	Sell	213 -39	-15%	-$6.86K	﹤0.01%	623
2021 Q3	$41K	Sell	252 -42	-14%	-$7.15K	﹤0.01%	598
2021 Q2	$47K	Buy	294 +81	+38%	+$12.9K	﹤0.01%	579
2021 Q1	$33K	Buy	213 +60	+39%	+$8.86K	﹤0.01%	584
2020 Q4	$23K	Sell	153 -13	-8%	-$1.89K	﹤0.01%	615
2020 Q3	$22K	Buy	166 +13	+8%	+$1.74K	﹤0.01%	585
2020 Q2	$19K	Hold	153	–	–	﹤0.01%	607
2020 Q1	$15K	Hold	153	–	–	﹤0.01%	610
2019 Q4	$19K	Hold	153	–	–	﹤0.01%	621
2019 Q3	$19K	Hold	153	–	–	﹤0.01%	635
2019 Q2	$20K	Hold	153	–	–	﹤0.01%	611
2019 Q1	$16K	Hold	153	–	–	﹤0.01%	614
2018 Q4	$15K	Buy	+153	New	+$16.6K	﹤0.01%	614
2018 Q1	–	Sell	-25	Closed	-$2K	–	832
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	796
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	783
2017 Q2	$2K	Buy	+25	New	+$1.8K	﹤0.01%	803

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Sandy Spring Bank increased its Broadridge (BR) stake by 8.5% in Q1 2025, buying an estimated $3.06K and bringing the position to 166 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Sandy Spring Bank first reported a position in BR in Q2 2017 and has held it in 29 quarters since. The position peaked at $47K in Q2 2021. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

Sandy Spring Bank held 166 shares of Broadridge worth $40.2K as of Q1 2025.
Sandy Spring Bank bought 13 Broadridge shares in Q1 2025, an estimated $3.06K.
Broadridge made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #612 holding.
Sandy Spring Bank first reported a position in Broadridge in Q2 2017 and has held it in 29 quarters since.
Sandy Spring Bank's Broadridge position peaked at $47K in Q2 2021.
1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

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