CAPTRUST Financial Advisors
PIPR icon

CAPTRUST Financial Advisors’s Piper Sandler PIPR Stock Holding History

CAPTRUST Financial Advisors’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 		$1.35M Buy
17,593
+89
+0.5% +$7.3K ﹤0.01% 1433
2025
Q4 		$1.49M Buy
17,504
+8
+0% +$676 ﹤0.01% 1253
2025
Q3 		$1.52M Buy
17,496
+60
+0.3% +$4.89K ﹤0.01% 1185
2025
Q2 		$1.21M Buy
17,436
+4,476
+35% +$279K ﹤0.01% 1240
2025
Q1 		$803K Buy
12,960
+560
+5% +$40.1K ﹤0.01% 1391
2024
Q4 		$930K Buy
12,400
+2,996
+32% +$233K ﹤0.01% 1274
2024
Q3 		$667K Sell
9,404
-3,000
-24% -$196K ﹤0.01% 1425
2024
Q2 		$714K Sell
12,404
-348
-3% -$17.8K ﹤0.01% 1331
2024
Q1 		$633K Sell
12,752
-4,380
-26% -$200K ﹤0.01% 1367
2023
Q4 		$749K Buy
17,132
+296
+2% +$11.3K ﹤0.01% 1460
2023
Q3 		$612K Buy
16,836
+7,752
+85% +$280K ﹤0.01% 1512
2023
Q2 		$294K Sell
9,084
-636
-7% -$21K ﹤0.01% 1999
2023
Q1 		$337K Buy
9,720
+256
+3% +$9.12K ﹤0.01% 1666
2022
Q4 		$308K Buy
9,464
+336
+4% +$11K ﹤0.01% 1629
2022
Q3 		$239K Buy
9,128
+472
+5% +$13.7K ﹤0.01% 1709
2022
Q2 		$245K Buy
8,656
+936
+12% +$28.3K ﹤0.01% 1556
2022
Q1 		$253K Buy
7,720
+1,984
+35% +$73.1K ﹤0.01% 1555
2021
Q4 		$256K Buy
5,736
+344
+6% +$14.6K ﹤0.01% 1479
2021
Q3 		$187K Sell
5,392
-96
-2% -$3.21K ﹤0.01% 1606
2021
Q2 		$178K Sell
5,488
-56
-1% -$1.72K ﹤0.01% 1609
2021
Q1 		$152K Buy
5,544
+4,904
+766% +$130K ﹤0.01% 1670
2020
Q4 		$16K Buy
640
+112
+21% +$2.54K ﹤0.01% 2363
2020
Q3 		$10K Buy
528
+4
+0.8% +$68 ﹤0.01% 2282
2020
Q2 		$8K Buy
+524
New +$7.38K ﹤0.01% 2267
2019
Q4 		– Sell
-380
Closed -$7K – 1574
2019
Q3 		$7K Sell
380
-224
-37% -$4.17K ﹤0.01% 1600
2019
Q2 		$11K Hold
604
– – ﹤0.01% 1480
2019
Q1 		$11K Sell
604
-364
-38% -$6.46K ﹤0.01% 1367
2018
Q4 		$16K Hold
968
– – ﹤0.01% 1089
2018
Q3 		$18K Hold
968
– – ﹤0.01% 1042
2018
Q2 		$19K Buy
+968
New +$18.9K ﹤0.01% 971

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

CAPTRUST Financial Advisors's PIPR Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Piper Sandler (PIPR) stake by 0.51% in Q1 2026, buying an estimated $7.3K and bringing the position to 17,593 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

CAPTRUST Financial Advisors first reported a position in PIPR in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.52M in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • CAPTRUST Financial Advisors held 17,593 shares of Piper Sandler worth $1.35M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 89 Piper Sandler shares in Q1 2026, an estimated $7.3K.
  • Piper Sandler made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1433 holding.
  • CAPTRUST Financial Advisors first reported a position in Piper Sandler in Q2 2018 and has held it in 30 quarters since.
  • CAPTRUST Financial Advisors's Piper Sandler position peaked at $1.52M in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.