SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Sandy Spring Bank

CIK 0001457833 · 17801 GEORGIA AVENUE, OLNEY, MD, 20832 · 301-774-8455

Reported Value
$1.8B
Q3 2023
Positions
1,931
Filings on Record
26
2019–present window
Filed
Oct 30, 2023
original filing

Summary

Sandy Spring Bank reported $1.8B in U.S.-listed holdings across 1,931 positions for Q3 2023.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.2BQ3 ’19: $1.3BQ4 ’19: $1.4BQ4 ’19Q1 ’20: $1.1BQ2 ’20: $1.3BQ3 ’20: $1.5BQ4 ’20: $1.6BQ4 ’20Q1 ’21: $1.7BQ2 ’21: $1.9BQ3 ’21: $1.9BQ4 ’21: $2.1BQ4 ’21Q1 ’22: $2.0BQ2 ’22: $1.7BQ3 ’22: $1.6BQ4 ’22: $1.68TQ4 ’22Q1 ’23: $1.8BQ2 ’23: $1.9BQ3 ’23: $1.8BQ4 ’23: $2.0BQ4 ’23Q1 ’24: $2.2BQ2 ’24: $2.3BQ3 ’24: $2.4BQ4 ’24: $2.5BQ4 ’24Q1 ’25: $2.4Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2025$2.4B1,936May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.5B1,977Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.4B1,936Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.3B2,069Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.2B1,994May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.0B1,890Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.8B1,931Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.9B1,963Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.8B1,872May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.68T1,829Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.6B1,790Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.7B1,765Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.0B1,748May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.1B1,858Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.9B1,776Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.9B1,783Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.7B1,561May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.6B1,480Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.5B1,369Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.3B1,345Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.1B1,347May 1, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.4B1,132Feb 6, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.3B1,125Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B1,108Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B1,046May 6, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.0B1,041Feb 8, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • West Financial Services, Inc.028-14179
  • SSB Wealth Management, Inc.028-23395
  • SSB Wealth Management, Inc.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.