Sandy Spring Bank’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-297	Closed	-$21K	–	1293
2024 Q4	$21K	Hold	297	–	–	﹤0.01%	739
2024 Q3	$18.6K	Hold	297	–	–	﹤0.01%	759
2024 Q2	$16.7K	Hold	297	–	–	﹤0.01%	789
2024 Q1	$15.5K	Hold	297	–	–	﹤0.01%	788
2023 Q4	$13.7K	Hold	297	–	–	﹤0.01%	772
2023 Q3	$12.2K	Hold	297	–	–	﹤0.01%	789
2023 Q2	$11.8K	Hold	297	–	–	﹤0.01%	805
2023 Q1	$11.7K	Hold	297	–	–	﹤0.01%	791
2022 Q4	$11.6K	Hold	297	–	–	﹤0.01%	792
2022 Q3	$10K	Hold	297	–	–	﹤0.01%	811
2022 Q2	$11K	Hold	297	–	–	﹤0.01%	824
2022 Q1	$13K	Hold	297	–	–	﹤0.01%	811
2021 Q4	$14K	Hold	297	–	–	﹤0.01%	843
2021 Q3	$13K	Hold	297	–	–	﹤0.01%	835
2021 Q2	$13K	Buy	+297	New	+$13.3K	﹤0.01%	857

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Sandy Spring Bank sold out of Stifel (SF) in Q1 2025, closing a stake of 297 shares — an estimated $21K sold.

Sandy Spring Bank first reported a position in SF in Q2 2021 and held it in 15 quarters. The position peaked at $21K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

Sandy Spring Bank reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 297 Stifel shares in Q1 2025, an estimated $21K.
Sandy Spring Bank first reported a position in Stifel in Q2 2021 and held it in 15 quarters.
Sandy Spring Bank's Stifel position peaked at $21K in Q4 2024.
521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

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