Sandy Spring Bank’s LPL Financial LPLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$57.3K	Sell	175 -5	-3%	-$1.74K	﹤0.01%	549
2024 Q4	$58.8K	Hold	180	–	–	﹤0.01%	546
2024 Q3	$41.9K	Sell	180 -25	-12%	-$5.63K	﹤0.01%	623
2024 Q2	$57.3K	Hold	205	–	–	﹤0.01%	558
2024 Q1	$54.2K	Hold	205	–	–	﹤0.01%	563
2023 Q4	$46.7K	Hold	205	–	–	﹤0.01%	579
2023 Q3	$48.7K	Hold	205	–	–	﹤0.01%	548
2023 Q2	$44.6K	Hold	205	–	–	﹤0.01%	566
2023 Q1	$41.5K	Buy	205 +5	+3%	+$1.14K	﹤0.01%	563
2022 Q4	$43.2K	Sell	200 -18	-8%	-$4.21K	﹤0.01%	555
2022 Q3	$48K	Sell	218 -82	-27%	-$17.4K	﹤0.01%	519
2022 Q2	$55K	Sell	300 -100	-25%	-$19K	﹤0.01%	498
2022 Q1	$73K	Hold	400	–	–	﹤0.01%	470
2021 Q4	$64K	Sell	400 -81	-17%	-$13.4K	﹤0.01%	526
2021 Q3	$75K	Hold	481	–	–	﹤0.01%	474
2021 Q2	$65K	Buy	+481	New	+$70K	﹤0.01%	516
2020 Q3	–	Sell	-481	Closed	-$38K	–	966
2020 Q2	$38K	Hold	481	–	–	﹤0.01%	495
2020 Q1	$26K	Hold	481	–	–	﹤0.01%	532
2019 Q4	$44K	Hold	481	–	–	﹤0.01%	490
2019 Q3	$39K	Hold	481	–	–	﹤0.01%	506
2019 Q2	$39K	Hold	481	–	–	﹤0.01%	498
2019 Q1	$34K	Buy	+481	New	+$34.7K	﹤0.01%	498

Other funds holding LPLA

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

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

Sandy Spring Bank reduced its LPL Financial (LPLA) stake by 2.8% in Q1 2025, selling an estimated $1.74K and leaving 175 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Sandy Spring Bank first reported a position in LPLA in Q1 2019 and has held it in 22 quarters since. The position peaked at $75K in Q3 2021. 787 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

Sandy Spring Bank held 175 shares of LPL Financial worth $57.3K as of Q1 2025.
Sandy Spring Bank sold 5 LPL Financial shares in Q1 2025, an estimated $1.74K.
LPL Financial made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #549 holding.
Sandy Spring Bank first reported a position in LPL Financial in Q1 2019 and has held it in 22 quarters since.
Sandy Spring Bank's LPL Financial position peaked at $75K in Q3 2021.
787 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

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