Sandy Spring Bank

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Robert M. Gorman - Executive Vice President and Chief Financial Officer
Location
Olney, MD
Holdings as of
31 Mar 2025
Value $
$2,378,010,422
Num holdings
1,215
Filing time
12 May 2025, 15:45:10 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IJH, IVV, AAPL, NVDA, and MSFT.
Previous filing
Q4 2024 - 11 Feb 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Robert M. Gorman Executive Vice President and Chief Financial Officer Richmond, Virginia 09 May 2025

On April 1, 2025, Sandy Spring Bancorp, Inc. ("Sandy Spring") was merged with and into Atlantic Union Bankshares Corporation ("Atlantic Union"), with Atlantic Union continuing as the surviving corporation. Immediately following the merger, Sandy Spring's wholly owned subsidiary bank, Sandy Spring Bank, was merged with and into Atlantic Union's wholly owned subsidiary bank, Atlantic Union Bank, with Atlantic Union Bank continuing as the surviving bank (the "Bank Merger"). As a result of the Bank Merger, West Financial Services, Inc. and SSB Wealth Management, Inc. became direct subsidiaries of Atlantic Union Bank.

List of Other Managers Reporting for Sandy Spring Bank:

Name Holdings Value Location File Number
West Financial Services, Inc. Mclean, VA 028-14179
SSB Wealth Management, Inc. Vienna, VA 028-23395

Other Included Managers (2):

Num Name Location File Number
1 West Financial Services, Inc. Mclean, VA 028-14179
2 SSB Wealth Management, Inc. Vienna, VA 028-23395