Annex Advisory Services
PIPR icon

Annex Advisory Services’s Piper Sandler PIPR Stock Holding History

Annex Advisory Services’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.07M Buy
31,409
+3,954
+14% +$295K 0.03% 155
2026
Q2 		$1.99M Buy
27,455
+683
+3% +$55.4K 0.03% 157
2026
Q1 		$2.05M Buy
26,772
+4,928
+23% +$404K 0.04% 150
2025
Q4 		$1.86M Buy
+21,844
New +$1.84M 0.04% 158

Other funds holding PIPR

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Annex Advisory Services's PIPR Position: Q3 2026 in Review

Annex Advisory Services increased its Piper Sandler (PIPR) stake by 14% in Q3 2026, buying an estimated $295K and bringing the position to 31,409 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #155.

Annex Advisory Services first reported a position in PIPR in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Annex Advisory Services held 31,409 shares of Piper Sandler worth $2.07M as of Q3 2026.
  • Annex Advisory Services bought 3,954 Piper Sandler shares in Q3 2026, an estimated $295K.
  • Piper Sandler made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #155 holding.
  • Annex Advisory Services first reported a position in Piper Sandler in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.