Cedar Mountain Advisors’s Piper Sandler PIPR Stock Holding History

Cedar Mountain 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 Q3	$16.9K	Hold	256	–	–	﹤0.01%	342
2026 Q2	$18.5K	Hold	256	–	–	﹤0.01%	362
2026 Q1	$19.6K	Buy	256 +220	+611%	+$18.1K	﹤0.01%	300
2025 Q4	$3.06K	Hold	36	–	–	﹤0.01%	358
2025 Q3	$3.12K	Buy	36 +24	+200%	+$1.96K	﹤0.01%	378
2025 Q2	$834	Hold	12	–	–	﹤0.01%	328
2025 Q1	$743	Hold	12	–	–	﹤0.01%	317
2024 Q4	$900	Hold	12	–	–	﹤0.01%	341
2024 Q3	$851	Hold	12	–	–	﹤0.01%	307
2024 Q2	$691	Hold	12	–	–	﹤0.01%	309
2024 Q1	$595	Hold	12	–	–	﹤0.01%	321
2023 Q4	$525	Hold	12	–	–	﹤0.01%	305
2023 Q3	$436	Hold	12	–	–	﹤0.01%	293
2023 Q2	$388	Buy	+12	New	+$396	﹤0.01%	282
2022 Q3	–	Sell	-36	Closed	-$1K	–	320
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	285
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	294
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	277
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	289
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	260
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	264
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	255
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	239
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	235
2020 Q1	$0	Hold	36	–	–	﹤0.01%	264
2019 Q4	$1K	Buy	+36	New	+$697	﹤0.01%	233

Other funds holding PIPR

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 Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cedar Mountain Advisors's PIPR Position: Q3 2026 in Review

Cedar Mountain Advisors held its Piper Sandler (PIPR) position steady in Q3 2026 at 256 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Cedar Mountain Advisors first reported a position in PIPR in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.6K in Q1 2026. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

Cedar Mountain Advisors held 256 shares of Piper Sandler worth $16.9K as of Q3 2026.
Cedar Mountain Advisors left its Piper Sandler share count unchanged in Q3 2026.
Piper Sandler made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #342 holding.
Cedar Mountain Advisors first reported a position in Piper Sandler in Q4 2019 and has held it in 25 quarters since.
Cedar Mountain Advisors's Piper Sandler position peaked at $19.6K in Q1 2026.
35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.