Stifel Financial
SASR

Stifel Financial’s Sandy Spring Bancorp Inc SASR Stock Holding History

Stifel Financial’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
Q1 		– Sell
-6,971
Closed -$235K – 3571
2024
Q4 		$235K Buy
6,971
+55
+0.8% +$1.92K ﹤0.01% 3092
2024
Q3 		$217K Buy
+6,916
New +$204K ﹤0.01% 3117
2014
Q4 		– Sell
-15,028
Closed -$344K – 2463
2014
Q3 		$344K Buy
+15,028
New +$359K ﹤0.01% 1731

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial's SASR Position: Q1 2025 in Review

Stifel Financial sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 6,971 shares — an estimated $235K sold.

Stifel Financial first reported a position in SASR in Q3 2014 and held it in 3 quarters. The position peaked at $344K in Q3 2014. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Stifel Financial reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 6,971 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $235K.
  • Stifel Financial first reported a position in Sandy Spring Bancorp Inc in Q3 2014 and held it in 3 quarters.
  • Stifel Financial's Sandy Spring Bancorp Inc position peaked at $344K in Q3 2014.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.