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Annis Gardner Whiting Capital Advisors’s Piper Sandler PIPR Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		– Sell
-412
Closed -$31.5K – 999
2026
Q1 		$31.5K Buy
412
+180
+78% +$14.8K 0.01% 650
2025
Q4 		$19.7K Hold
232
– – ﹤0.01% 657
2025
Q3 		$20.1K Buy
232
+224
+2,800% +$18.3K ﹤0.01% 610
2025
Q2 		$556 Buy
+8
New +$498 ﹤0.01% 1169
2025
Q1 		– Sell
-4
Closed -$300 – 802
2024
Q4 		$300 Buy
+4
New +$311 ﹤0.01% 755
2024
Q3 		– Sell
-16
Closed -$921 – 895
2024
Q2 		$921 Sell
16
-76
-83% -$3.89K ﹤0.01% 894
2024
Q1 		$4.57K Buy
+92
New +$4.2K ﹤0.01% 770
2023
Q4 		– Sell
-96
Closed -$3.49K – 716
2023
Q3 		$3.49K Buy
+96
New +$3.47K ﹤0.01% 564

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PIPR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 412 shares — an estimated $31.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PIPR in Q3 2023 and held it in 8 quarters. The position peaked at $31.5K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 412 Piper Sandler shares in Q2 2026, an estimated $31.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Piper Sandler in Q3 2023 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's Piper Sandler position peaked at $31.5K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.