Cary Street Partners Investment Advisory’s Piper Sandler PIPR Stock Holding History

Cary Street Partners Investment Advisory’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	$7.52K	Buy	104 +1	+1%	+$81	﹤0.01%	699
2026 Q1	$7.88K	Buy	103 +3	+3%	+$246	﹤0.01%	640
2025 Q4	$8.49K	Buy	+100	New	+$8.45K	﹤0.01%	622
2023 Q4	–	Sell	-220	Closed	-$7.99K	–	1486
2023 Q3	$7.99K	Buy	220 +8	+4%	+$289	﹤0.01%	1352
2023 Q2	$6.85K	Hold	212	–	–	﹤0.01%	1329
2023 Q1	$7.35K	Hold	212	–	–	﹤0.01%	1220
2022 Q4	$6.9K	Buy	+212	New	+$6.92K	﹤0.01%	1235

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Cary Street Partners Investment Advisory's PIPR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Piper Sandler (PIPR) stake by 0.97% in Q2 2026, buying an estimated $81 and bringing the position to 104 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Cary Street Partners Investment Advisory first reported a position in PIPR in Q4 2022 and has held it in 7 quarters since. The position peaked at $8.49K in Q4 2025. 192 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Cary Street Partners Investment Advisory held 104 shares of Piper Sandler worth $7.52K as of Q2 2026.
Cary Street Partners Investment Advisory bought 1 Piper Sandler share in Q2 2026, an estimated $81.
Piper Sandler made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #699 holding.
Cary Street Partners Investment Advisory first reported a position in Piper Sandler in Q4 2022 and has held it in 7 quarters since.
Cary Street Partners Investment Advisory's Piper Sandler position peaked at $8.49K in Q4 2025.
192 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.