SSB
XYZ

Sandy Spring Bank’s Block Inc XYZ Stock Holding History

Sandy Spring Bank’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$320K Hold
5,891
– – 0.01% 320
2024
Q4 		$501K Sell
5,891
-25
-0.4% -$2.05K 0.02% 285
2024
Q3 		$397K Sell
5,916
-198
-3% -$12.8K 0.02% 306
2024
Q2 		$394K Hold
6,114
– – 0.02% 302
2024
Q1 		$517K Buy
6,114
+139
+2% +$10.1K 0.02% 277
2023
Q4 		$462K Hold
5,975
– – 0.02% 281
2023
Q3 		$264K Buy
5,975
+5,140
+616% +$318K 0.01% 316
2023
Q2 		$55.6K Sell
835
-58
-6% -$3.62K ﹤0.01% 529
2023
Q1 		$61.3K Hold
893
– – ﹤0.01% 502
2022
Q4 		$56.1K Sell
893
-275
-24% -$17K ﹤0.01% 512
2022
Q3 		$64K Buy
1,168
+80
+7% +$5.66K ﹤0.01% 472
2022
Q2 		$67K Sell
1,088
-82
-7% -$7.49K ﹤0.01% 464
2022
Q1 		$159K Buy
1,170
+293
+33% +$35.5K 0.01% 357
2021
Q4 		$142K Buy
877
+524
+148% +$114K 0.01% 386
2021
Q3 		$84K Hold
353
– – ﹤0.01% 456
2021
Q2 		$86K Hold
353
– – ﹤0.01% 459
2021
Q1 		$80K Buy
353
+104
+42% +$24.3K ﹤0.01% 440
2020
Q4 		$54K Sell
249
-4
-2% -$780 ﹤0.01% 478
2020
Q3 		$41K Hold
253
– – ﹤0.01% 491
2020
Q2 		$27K Buy
253
+140
+124% +$10.7K ﹤0.01% 560
2020
Q1 		$6K Buy
113
+10
+10% +$684 ﹤0.01% 744
2019
Q4 		$6K Hold
103
– – ﹤0.01% 767
2019
Q3 		$6K Hold
103
– – ﹤0.01% 775
2019
Q2 		$7K Hold
103
– – ﹤0.01% 753
2019
Q1 		$8K Buy
+103
New +$7.46K ﹤0.01% 692

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Sandy Spring Bank held its Block Inc (XYZ) position steady in Q1 2025 at 5,891 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #320.

Sandy Spring Bank first reported a position in XYZ in Q1 2019 and has held it in 25 quarters since. The position peaked at $517K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Sandy Spring Bank held 5,891 shares of Block Inc worth $320K as of Q1 2025.
  • Sandy Spring Bank left its Block Inc share count unchanged in Q1 2025.
  • Block Inc made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #320 holding.
  • Sandy Spring Bank first reported a position in Block Inc in Q1 2019 and has held it in 25 quarters since.
  • Sandy Spring Bank's Block Inc position peaked at $517K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

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