Concurrent Investment Advisors
PIPR icon

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
Q3 		$256K Buy
3,877
+283
+8% +$21.1K ﹤0.01% 1987
2026
Q2 		$260K Buy
3,594
+178
+5% +$14.4K ﹤0.01% 1787
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Concurrent Investment Advisors's PIPR Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Piper Sandler (PIPR) stake by 7.9% in Q3 2026, buying an estimated $21.1K and bringing the position to 3,877 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Concurrent Investment Advisors first reported a position in PIPR in Q3 2024 and has held it in 7 quarters since. The position peaked at $261K in Q1 2026. 65 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Concurrent Investment Advisors held 3,877 shares of Piper Sandler worth $256K as of Q3 2026.
  • Concurrent Investment Advisors bought 283 Piper Sandler shares in Q3 2026, an estimated $21.1K.
  • Piper Sandler made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1987 holding.
  • Concurrent Investment Advisors first reported a position in Piper Sandler in Q3 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Piper Sandler position peaked at $261K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.