Sandy Spring Bank’s Regions Financial RF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22	Closed	-$514	–	1272
2024 Q3	$514	Buy	+22	New	+$481	﹤0.01%	1120
2023 Q3	–	Sell	-318	Closed	-$5.67K	–	1249
2023 Q2	$5.67K	Buy	+318	New	+$5.61K	﹤0.01%	939
2022 Q1	–	Sell	-188	Closed	-$4K	–	1201
2021 Q4	$4K	Hold	188	–	–	﹤0.01%	1060
2021 Q3	$4K	Hold	188	–	–	﹤0.01%	1000
2021 Q2	$4K	Buy	+188	New	+$4.07K	﹤0.01%	1011
2020 Q3	–	Sell	-50	Closed	-$1K	–	977
2020 Q2	$1K	Buy	+50	New	+$532	﹤0.01%	872
2019 Q4	–	Sell	-800	Closed	-$13K	–	863
2019 Q3	$13K	Buy	800 +600	+300%	+$9.07K	﹤0.01%	689
2019 Q2	$3K	Buy	+200	New	+$2.95K	﹤0.01%	798
2014 Q2	–	Sell	-151	Closed	-$2K	–	817
2014 Q1	$2K	Buy	+151	New	+$1.59K	﹤0.01%	712

Other funds holding RF

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Sandy Spring Bank's RF Position: Q4 2024 in Review

Sandy Spring Bank sold out of Regions Financial (RF) in Q4 2024, closing a stake of 22 shares — an estimated $514 sold.

Sandy Spring Bank first reported a position in RF in Q1 2014 and held it in 9 quarters. The position peaked at $13K in Q3 2019. 954 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Sandy Spring Bank reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
Sandy Spring Bank sold 22 Regions Financial shares in Q4 2024, an estimated $514.
Sandy Spring Bank first reported a position in Regions Financial in Q1 2014 and held it in 9 quarters.
Sandy Spring Bank's Regions Financial position peaked at $13K in Q3 2019.
954 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.