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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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

AllianceBernstein

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

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return