Blue Trust Inc
PIPR icon

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
Q3 		$52.6K Sell
797
-409
-34% -$30.5K ﹤0.01% 1207
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc's PIPR Position: Q3 2026 in Review

Blue Trust Inc reduced its Piper Sandler (PIPR) stake by 34% in Q3 2026, selling an estimated $30.5K and leaving 797 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Blue Trust Inc first reported a position in PIPR in Q2 2022 and has held it in 18 quarters since. The position peaked at $151K in Q3 2024. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Blue Trust Inc held 797 shares of Piper Sandler worth $52.6K as of Q3 2026.
  • Blue Trust Inc sold 409 Piper Sandler shares in Q3 2026, an estimated $30.5K.
  • Piper Sandler made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1207 holding.
  • Blue Trust Inc first reported a position in Piper Sandler in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Piper Sandler position peaked at $151K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.