Concourse Financial Group Securities’s Piper Sandler PIPR Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-220	Closed	-$16.9K	–	1513
2024 Q4	$16.9K	Buy	+220	New	+$17.1K	﹤0.01%	1591
2022 Q3	–	Sell	-12	Closed	-$349	–	2226
2022 Q2	$0	Sell	12 -3,160	-100%	-$95.5K	﹤0.01%	2288
2022 Q1	$104K	Buy	3,172 +1,588	+100%	+$58.5K	0.01%	848
2021 Q4	$71K	Buy	1,584 +76	+5%	+$3.23K	﹤0.01%	1146
2021 Q3	$52K	Buy	+1,508	New	+$50.5K	﹤0.01%	1287
2021 Q2	–	Sell	-36	Closed	-$1.1K	–	2423
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	2272
2020 Q4	$1K	Sell	36 -40	-53%	-$907	﹤0.01%	2215
2020 Q3	$1K	Buy	+76	New	+$1.3K	﹤0.01%	2103
2019 Q2	–	Sell	-4	Closed	-$76	–	2356
2019 Q1	$0	Buy	+4	New	+$71	﹤0.01%	2373

Other funds holding PIPR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

WHG

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Concourse Financial Group Securities's PIPR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Piper Sandler (PIPR) in Q1 2025, closing a stake of 220 shares — an estimated $16.9K sold.

Concourse Financial Group Securities first reported a position in PIPR in Q1 2019 and held it in 9 quarters. The position peaked at $104K in Q1 2022. 358 funds tracked by Wall St. Rank hold PIPR as of Q1 2025.

Concourse Financial Group Securities reported no remaining Piper Sandler position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 220 Piper Sandler shares in Q1 2025, an estimated $16.9K.
Concourse Financial Group Securities first reported a position in Piper Sandler in Q1 2019 and held it in 9 quarters.
Concourse Financial Group Securities's Piper Sandler position peaked at $104K in Q1 2022.
358 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.