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Concurrent Investment Advisors’s Piper Sandler PIPR Stock Holding History

Concurrent Investment 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
Q1 		$261K Buy
3,416
+392
+13% +$32.2K ﹤0.01% 1585
2025
Q4 		$257K Buy
3,024
+272
+10% +$23K ﹤0.01% 1492
2025
Q3 		$239K Buy
+2,752
New +$224K ﹤0.01% 1262
2025
Q1 		– Sell
-2,752
Closed -$206K – 1314
2024
Q4 		$206K Sell
2,752
-76
-3% -$5.91K 0.01% 981
2024
Q3 		$201K Buy
+2,828
New +$185K 0.01% 940

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Concurrent Investment Advisors's PIPR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Piper Sandler (PIPR) stake by 13% in Q1 2026, buying an estimated $32.2K and bringing the position to 3,416 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Concurrent Investment Advisors first reported a position in PIPR in Q3 2024 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Concurrent Investment Advisors held 3,416 shares of Piper Sandler worth $261K as of Q1 2026.
  • Concurrent Investment Advisors bought 392 Piper Sandler shares in Q1 2026, an estimated $32.2K.
  • Piper Sandler made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1585 holding.
  • Concurrent Investment Advisors first reported a position in Piper Sandler in Q3 2024 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.