CAPTRUST Financial Advisors’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Buy |
18,192
+599
| +3% | +$48.6K | ﹤0.01% | 1584 |
|
|
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
NRCM
WHG
CAPTRUST Financial Advisors's PIPR Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Piper Sandler (PIPR) stake by 3.4% in Q2 2026, buying an estimated $48.6K and bringing the position to 18,192 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.
CAPTRUST Financial Advisors first reported a position in PIPR in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q3 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.
- CAPTRUST Financial Advisors held 18,192 shares of Piper Sandler worth $1.32M as of Q2 2026.
- CAPTRUST Financial Advisors bought 599 Piper Sandler shares in Q2 2026, an estimated $48.6K.
- Piper Sandler made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1584 holding.
- CAPTRUST Financial Advisors first reported a position in Piper Sandler in Q2 2018 and has held it in 31 quarters since.
- CAPTRUST Financial Advisors's Piper Sandler position peaked at $1.52M in Q3 2025.
- 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.