Coldstream Capital Management’s Piper Sandler PIPR Stock Holding History

Coldstream Capital Management’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	$479K	Buy	6,625 +618	+10%	+$50.1K	0.01%	757
2026 Q1	$460K	Sell	6,007 -1,853	-24%	-$152K	0.01%	760
2025 Q4	$667K	Buy	7,860 +76	+1%	+$6.42K	0.01%	596
2025 Q3	$675K	Buy	7,784 +668	+9%	+$54.5K	0.01%	611
2025 Q2	$494K	Sell	7,116 -20	-0.3%	-$1.25K	0.01%	667
2025 Q1	$442K	Buy	7,136 +476	+7%	+$34.1K	0.01%	669
2024 Q4	$499K	Sell	6,660 -720	-10%	-$56K	0.01%	612
2024 Q3	$524K	Buy	7,380 +164	+2%	+$10.7K	0.01%	595
2024 Q2	$415K	Buy	7,216 +368	+5%	+$18.9K	0.01%	622
2024 Q1	$340K	Sell	6,848 -132	-2%	-$6.03K	0.01%	714
2023 Q4	$305K	Buy	+6,980	New	+$266K	0.01%	701
2022 Q1	–	Sell	-4,824	Closed	-$215K	–	842
2021 Q4	$215K	Buy	+4,824	New	+$205K	0.01%	776

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Coldstream Capital Management's PIPR Position: Q2 2026 in Review

Coldstream Capital Management increased its Piper Sandler (PIPR) stake by 10% in Q2 2026, buying an estimated $50.1K and bringing the position to 6,625 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #757.

Coldstream Capital Management first reported a position in PIPR in Q4 2021 and has held it in 12 quarters since. The position peaked at $675K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Coldstream Capital Management held 6,625 shares of Piper Sandler worth $479K as of Q2 2026.
Coldstream Capital Management bought 618 Piper Sandler shares in Q2 2026, an estimated $50.1K.
Piper Sandler made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #757 holding.
Coldstream Capital Management first reported a position in Piper Sandler in Q4 2021 and has held it in 12 quarters since.
Coldstream Capital Management's Piper Sandler position peaked at $675K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.