Sandy Spring Bank’s DNP Select Income Fund DNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$20.3K	Sell	2,051 -2,900	-59%	-$27.4K	﹤0.01%	733
2024 Q4	$43.7K	Buy	4,951 +2,900	+141%	+$27.3K	﹤0.01%	609
2024 Q3	$20.6K	Hold	2,051	–	–	﹤0.01%	748
2024 Q2	$16.9K	Hold	2,051	–	–	﹤0.01%	788
2024 Q1	$18.6K	Hold	2,051	–	–	﹤0.01%	755
2023 Q4	$17.4K	Hold	2,051	–	–	﹤0.01%	733
2023 Q3	$19.5K	Hold	2,051	–	–	﹤0.01%	713
2023 Q2	$21.5K	Buy	+2,051	New	+$21.4K	﹤0.01%	705
2022 Q4	–	Sell	-2,224	Closed	-$23K	–	1162
2022 Q3	$23K	Buy	+2,224	New	+$24.8K	﹤0.01%	643
2013 Q4	–	Sell	-3,557	Closed	-$34K	–	669
2013 Q3	$34K	Hold	3,557	–	–	0.01%	394
2013 Q2	$35K	Buy	+3,557	New	+$36.5K	0.01%	377

Other funds holding DNP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sandy Spring Bank reduced its DNP Select Income Fund (DNP) stake by 59% in Q1 2025, selling an estimated $27.4K and leaving 2,051 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Sandy Spring Bank first reported a position in DNP in Q2 2013 and has held it in 11 quarters since. The position peaked at $43.7K in Q4 2024. 313 funds tracked by Wall St. Rank hold DNP as of Q1 2025.

Sandy Spring Bank held 2,051 shares of DNP Select Income Fund worth $20.3K as of Q1 2025.
Sandy Spring Bank sold 2,900 DNP Select Income Fund shares in Q1 2025, an estimated $27.4K.
DNP Select Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #733 holding.
Sandy Spring Bank first reported a position in DNP Select Income Fund in Q2 2013 and has held it in 11 quarters since.
Sandy Spring Bank's DNP Select Income Fund position peaked at $43.7K in Q4 2024.
313 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2025.

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