Stephens Consulting’s Sandy Spring Bancorp Inc SASR Stock Holding History

Stephens Consulting’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15	Closed	-$420	–	2073
2025 Q1	$420	Buy	+15	New	+$477	﹤0.01%	990

Other funds holding SASR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stephens Consulting's SASR Position: Q2 2025 in Review

Stephens Consulting sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 15 shares — an estimated $420 sold.

Stephens Consulting first reported a position in SASR in Q1 2025 and held it in 1 quarter. The position peaked at $420 in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Stephens Consulting reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $420.
Stephens Consulting first reported a position in Sandy Spring Bancorp Inc in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Sandy Spring Bancorp Inc position peaked at $420 in Q1 2025.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.