Avalon Trust’s Piper Sandler PIPR Stock Holding History

Avalon Trust’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	$109K	Hold	1,500	–	–	0.01%	202
2026 Q1	$115K	Hold	1,500	–	–	0.01%	205
2025 Q4	$127K	Hold	1,500	–	–	0.01%	181
2025 Q3	$130K	Hold	1,500	–	–	0.01%	196
2025 Q2	$104K	Sell	1,500 -80	-5%	-$4.98K	0.01%	190
2025 Q1	$97.8K	Hold	1,580	–	–	0.01%	188
2024 Q4	$118K	Buy	1,580 +80	+5%	+$6.22K	0.01%	153
2024 Q3	$106K	Buy	+1,500	New	+$98.1K	0.01%	157
2024 Q2	–	Sell	-8	Closed	-$397	–	334
2024 Q1	$397	Hold	8	–	–	﹤0.01%	323
2023 Q4	$350	Hold	8	–	–	﹤0.01%	337
2023 Q3	$291	Hold	8	–	–	﹤0.01%	310
2023 Q2	$259	Hold	8	–	–	﹤0.01%	309
2023 Q1	$278	Buy	+8	New	+$285	﹤0.01%	305

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Avalon Trust's PIPR Position: Q2 2026 in Review

Avalon Trust held its Piper Sandler (PIPR) position steady in Q2 2026 at 1,500 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #202.

Avalon Trust first reported a position in PIPR in Q1 2023 and has held it in 13 quarters since. The position peaked at $130K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Avalon Trust held 1,500 shares of Piper Sandler worth $109K as of Q2 2026.
Avalon Trust left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #202 holding.
Avalon Trust first reported a position in Piper Sandler in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Piper Sandler position peaked at $130K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.