WFA
SASR

Woodward Financial Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Woodward Financial Advisors’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
-6,721
Closed -$227K – 58
2024
Q4 		$227K Hold
6,721
– – 0.11% 53
2024
Q3 		$211K Buy
+6,721
New +$199K 0.11% 54
2023
Q1 		– Sell
-6,721
Closed -$237K – 45
2022
Q4 		$237K Hold
6,721
– – 0.2% 42
2022
Q3 		$237K Hold
6,721
– – 0.22% 40
2022
Q2 		$263K Hold
6,721
– – 0.24% 40
2022
Q1 		$302K Hold
6,721
– – 0.31% 29
2021
Q4 		$323K Buy
+6,721
New +$325K 0.33% 29

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Woodward Financial Advisors's SASR Position: Q1 2025 in Review

Woodward Financial Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 6,721 shares — an estimated $227K sold.

Woodward Financial Advisors first reported a position in SASR in Q4 2021 and held it in 7 quarters. The position peaked at $323K in Q4 2021. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Woodward Financial Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Woodward Financial Advisors sold 6,721 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $227K.
  • Woodward Financial Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2021 and held it in 7 quarters.
  • Woodward Financial Advisors's Sandy Spring Bancorp Inc position peaked at $323K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Woodward Financial Advisors's 13F filing for Q1 2025, filed 1 Oct 2026.