Westbourne Investments’s Sandy Spring Bancorp Inc SASR Stock Holding History

Westbourne Investments’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	-15,000	Closed	-$419K	–	167
2025 Q1	$419K	Hold	15,000	–	–	0.25%	82
2024 Q4	$506K	Buy	+15,000	New	+$523K	0.3%	68

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

Westbourne Investments's SASR Position: Q2 2025 in Review

Westbourne Investments sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 15,000 shares — an estimated $419K sold.

Westbourne Investments first reported a position in SASR in Q4 2024 and held it in 2 quarters. The position peaked at $506K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Westbourne Investments reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Westbourne Investments sold 15,000 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $419K.
Westbourne Investments first reported a position in Sandy Spring Bancorp Inc in Q4 2024 and held it in 2 quarters.
Westbourne Investments's Sandy Spring Bancorp Inc position peaked at $506K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.