Bailard’s Piper Sandler PIPR Stock Holding History

Bailard’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
2025 Q1	–	Sell	-3,472	Closed	-$260K	–	822
2024 Q4	$260K	Buy	+3,472	New	+$270K	0.01%	616

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bailard's PIPR Position: Q1 2025 in Review

Bailard sold out of Piper Sandler (PIPR) in Q1 2025, closing a stake of 3,472 shares — an estimated $260K sold.

Bailard first reported a position in PIPR in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 358 funds tracked by Wall St. Rank hold PIPR as of Q1 2025.

Bailard reported no remaining Piper Sandler position as of Q1 2025 after selling out during the quarter.
Bailard sold 3,472 Piper Sandler shares in Q1 2025, an estimated $260K.
Bailard first reported a position in Piper Sandler in Q4 2024 and held it in 1 quarter.
Bailard's Piper Sandler position peaked at $260K in Q4 2024.
358 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.