Atria Investments’s Piper Sandler PIPR Stock Holding History

Atria Investments’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	$461K	Buy	6,993 +2,136	+44%	+$159K	﹤0.01%	1628
2026 Q2	$351K	Buy	4,857 +769	+19%	+$62.4K	﹤0.01%	1744
2026 Q1	$313K	Sell	4,088 -480	-11%	-$39.4K	﹤0.01%	1728
2025 Q4	$388K	Buy	4,568 +1,572	+52%	+$133K	﹤0.01%	1590
2025 Q3	$260K	Sell	2,996 -196	-6%	-$16K	﹤0.01%	1789
2025 Q2	$222K	Sell	3,192 -2,988	-48%	-$186K	﹤0.01%	1865
2025 Q1	$383K	Sell	6,180 -1,224	-17%	-$87.6K	﹤0.01%	1489
2024 Q4	$555K	Sell	7,404 -976	-12%	-$75.9K	0.01%	1274
2024 Q3	$595K	Sell	8,380 -964	-10%	-$63K	0.01%	1239
2024 Q2	$538K	Buy	+9,344	New	+$479K	0.01%	1265

Other funds holding PIPR

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Atria Investments's PIPR Position: Q3 2026 in Review

Atria Investments increased its Piper Sandler (PIPR) stake by 44% in Q3 2026, buying an estimated $159K and bringing the position to 6,993 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Atria Investments first reported a position in PIPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $595K in Q3 2024. 28 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

Atria Investments held 6,993 shares of Piper Sandler worth $461K as of Q3 2026.
Atria Investments bought 2,136 Piper Sandler shares in Q3 2026, an estimated $159K.
Piper Sandler made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1628 holding.
Atria Investments first reported a position in Piper Sandler in Q2 2024 and has held it in 10 quarters since.
Atria Investments's Piper Sandler position peaked at $595K in Q3 2024.
28 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.