SSB
NOTE

Sandy Spring Bank’s FiscalNote NOTE Stock Holding History

Sandy Spring Bank’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.48K Hold
462
– – ﹤0.01% 960
2024
Q4 		$5.94K Hold
462
– – ﹤0.01% 952
2024
Q3 		$7.1K Hold
462
– – ﹤0.01% 914
2024
Q2 		$8.1K Buy
+462
New +$7.33K ﹤0.01% 904
2023
Q3 		– Sell
-8
Closed -$364 – 1239
2023
Q2 		$364 Buy
+8
New +$225 ﹤0.01% 1168

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Sandy Spring Bank held its FiscalNote (NOTE) position steady in Q1 2025 at 462 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Sandy Spring Bank first reported a position in NOTE in Q2 2023 and has held it in 5 quarters since. The position peaked at $8.1K in Q2 2024. 91 funds tracked by Wall St. Rank hold NOTE as of Q1 2025.

  • Sandy Spring Bank held 462 shares of FiscalNote worth $4.48K as of Q1 2025.
  • Sandy Spring Bank left its FiscalNote share count unchanged in Q1 2025.
  • FiscalNote made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #960 holding.
  • Sandy Spring Bank first reported a position in FiscalNote in Q2 2023 and has held it in 5 quarters since.
  • Sandy Spring Bank's FiscalNote position peaked at $8.1K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held FiscalNote as of Q1 2025.

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