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Concorde Financial’s Piper Sandler PIPR Stock Holding History

Concorde Financial’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
2025
Q3 		– Sell
-40
Closed -$2.78K – 49
2025
Q2 		$2.78K Buy
+40
New +$2.49K ﹤0.01% 52
2024
Q1 		– Sell
-40
Closed -$1.75K – 41
2023
Q4 		$1.75K Buy
+40
New +$1.52K ﹤0.01% 35
2023
Q1 		– Sell
-40
Closed -$1.05K – 50
2022
Q4 		$1.05K Hold
40
– – ﹤0.01% 54
2022
Q3 		$1K Buy
+40
New +$1.17K ﹤0.01% 55
2022
Q2 		– Sell
-40
Closed -$1K – 58
2022
Q1 		$1K Hold
40
– – ﹤0.01% 59
2021
Q4 		$2K Buy
+40
New +$1.7K ﹤0.01% 127

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Concorde Financial's PIPR Position: Q3 2025 in Review

Concorde Financial sold out of Piper Sandler (PIPR) in Q3 2025, closing a stake of 40 shares — an estimated $2.78K sold.

Concorde Financial first reported a position in PIPR in Q4 2021 and held it in 6 quarters. The position peaked at $2.78K in Q2 2025. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

  • Concorde Financial reported no remaining Piper Sandler position as of Q3 2025 after selling out during the quarter.
  • Concorde Financial sold 40 Piper Sandler shares in Q3 2025, an estimated $2.78K.
  • Concorde Financial first reported a position in Piper Sandler in Q4 2021 and held it in 6 quarters.
  • Concorde Financial's Piper Sandler position peaked at $2.78K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on Concorde Financial's 13F filing for Q3 2025, filed 14 Nov 2025.