Sandy Spring Bank’s Reaves Utility Income Fund UTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$6.54K	Hold	201	–	–	﹤0.01%	912
2024 Q4	$6.37K	Hold	201	–	–	﹤0.01%	939
2024 Q3	$6.59K	Buy	201 +1	+0.5%	+$29	﹤0.01%	926
2024 Q2	$5.46K	Hold	200	–	–	﹤0.01%	979
2024 Q1	$5.39K	Hold	200	–	–	﹤0.01%	955
2023 Q4	$5.35K	Hold	200	–	–	﹤0.01%	908
2023 Q3	$4.93K	Hold	200	–	–	﹤0.01%	926
2023 Q2	$5.48K	Hold	200	–	–	﹤0.01%	944
2023 Q1	$5.68K	Buy	+200	New	+$5.74K	﹤0.01%	914

Other funds holding UTG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

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

Sandy Spring Bank held its Reaves Utility Income Fund (UTG) position steady in Q1 2025 at 201 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Sandy Spring Bank first reported a position in UTG in Q1 2023 and has held it in 9 quarters since. The position peaked at $6.59K in Q3 2024. 199 funds tracked by Wall St. Rank hold UTG as of Q1 2025.

Sandy Spring Bank held 201 shares of Reaves Utility Income Fund worth $6.54K as of Q1 2025.
Sandy Spring Bank left its Reaves Utility Income Fund share count unchanged in Q1 2025.
Reaves Utility Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #912 holding.
Sandy Spring Bank first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 9 quarters since.
Sandy Spring Bank's Reaves Utility Income Fund position peaked at $6.59K in Q3 2024.
199 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2025.

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