SPIA
SASR

Steward Partners Investment Advisory’s Sandy Spring Bancorp Inc SASR Stock Holding History

Steward Partners Investment Advisory’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
-8,537
Closed -$239K – 4279
2025
Q1 		$239K Buy
8,537
+8,350
+4,465% +$266K ﹤0.01% 1566
2024
Q4 		$6.3K Hold
187
– – ﹤0.01% 3283
2024
Q3 		$5.87K Hold
187
– – ﹤0.01% 3136
2024
Q2 		$4.55K Buy
+187
New +$4.15K ﹤0.01% 3074
2019
Q4 		– Sell
-1,278
Closed -$43K – 2766
2019
Q3 		$43K Buy
1,278
+11
+0.9% +$381 ﹤0.01% 1422
2019
Q2 		$44K Buy
+1,267
New +$42.6K ﹤0.01% 1384
2018
Q4 		– Sell
-1,236
Closed -$49K – 2243
2018
Q3 		$49K Buy
1,236
+9
+0.7% +$359 ﹤0.01% 1204
2018
Q2 		$50K Buy
1,227
+9
+0.7% +$368 ﹤0.01% 1101
2018
Q1 		$47K Buy
1,218
+8
+0.7% +$312 ﹤0.01% 1029
2017
Q4 		$47K Buy
1,210
+8
+0.7% +$321 ﹤0.01% 852
2017
Q3 		$49K Buy
1,202
+8
+0.7% +$314 0.01% 701
2017
Q2 		$48K Buy
1,194
+7
+0.6% +$285 0.01% 633
2017
Q1 		$48K Buy
1,187
+7
+0.6% +$290 0.01% 555
2016
Q4 		$47K Buy
+1,180
New +$40.8K 0.02% 327

Other funds holding SASR

Osaic Holdings
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

Steward Partners Investment Advisory's SASR Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 8,537 shares — an estimated $239K sold.

Steward Partners Investment Advisory first reported a position in SASR in Q4 2016 and held it in 14 quarters. The position peaked at $239K in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,537 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $239K.
  • Steward Partners Investment Advisory first reported a position in Sandy Spring Bancorp Inc in Q4 2016 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Sandy Spring Bancorp Inc position peaked at $239K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.