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Blue Trust Inc’s Piper Sandler PIPR Stock Holding History

Blue Trust Inc’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 		$87.2K Buy
1,206
+5
+0.4% +$405 ﹤0.01% 1105
2026
Q1 		$91.9K Buy
1,201
+77
+7% +$6.32K ﹤0.01% 1070
2025
Q4 		$95.5K Sell
1,124
-48
-4% -$4.05K ﹤0.01% 1086
2025
Q3 		$102K Buy
1,172
+20
+2% +$1.63K ﹤0.01% 1061
2025
Q2 		$80K Buy
1,152
+140
+14% +$8.72K ﹤0.01% 1144
2025
Q1 		$62.7K Sell
1,012
-576
-36% -$41.2K ﹤0.01% 1227
2024
Q4 		$119K Sell
1,588
-1,040
-40% -$80.9K ﹤0.01% 864
2024
Q3 		$151K Buy
2,628
+2,180
+487% +$143K ﹤0.01% 1001
2024
Q2 		$22.2K Buy
448
+296
+195% +$15.2K ﹤0.01% 1608
2024
Q1 		$7.54K Sell
152
-356
-70% -$16.3K ﹤0.01% 1518
2023
Q4 		$18K Buy
508
+180
+55% +$6.85K ﹤0.01% 1338
2023
Q3 		$11K Hold
328
– – ﹤0.01% 1387
2023
Q2 		$11K Sell
328
-272
-45% -$8.98K ﹤0.01% 1283
2023
Q1 		$20K Sell
600
-388
-39% -$13.8K ﹤0.01% 1363
2022
Q4 		$26K Buy
988
+488
+98% +$15.9K ﹤0.01% 1196
2022
Q3 		$14K Buy
500
+356
+247% +$10.4K ﹤0.01% 1237
2022
Q2 		$5K Buy
+144
New +$4.35K ﹤0.01% 1449

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

Blue Trust Inc's PIPR Position: Q2 2026 in Review

Blue Trust Inc increased its Piper Sandler (PIPR) stake by 0.42% in Q2 2026, buying an estimated $405 and bringing the position to 1,206 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Blue Trust Inc first reported a position in PIPR in Q2 2022 and has held it in 17 quarters since. The position peaked at $151K in Q3 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Blue Trust Inc held 1,206 shares of Piper Sandler worth $87.2K as of Q2 2026.
  • Blue Trust Inc bought 5 Piper Sandler shares in Q2 2026, an estimated $405.
  • Piper Sandler made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1105 holding.
  • Blue Trust Inc first reported a position in Piper Sandler in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Piper Sandler position peaked at $151K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.