Cresset Asset Management’s Piper Sandler PIPR Stock Holding History

Cresset Asset 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	$278K	Sell	3,844 -3,280	-46%	-$266K	﹤0.01%	1427
2026 Q1	$545K	Sell	7,124 -3,316	-32%	-$272K	﹤0.01%	1024
2025 Q4	$887K	Buy	10,440 +3,088	+42%	+$261K	﹤0.01%	832
2025 Q3	$638K	Buy	7,352 +72	+1%	+$5.87K	﹤0.01%	922
2025 Q2	$506K	Sell	7,280 -848	-10%	-$52.8K	﹤0.01%	931
2025 Q1	$503K	Sell	8,128 -8,860	-52%	-$634K	﹤0.01%	1067
2024 Q4	$1.27M	Sell	16,988 -7,328	-30%	-$570K	0.01%	702
2024 Q3	$1.73M	Buy	24,316 +60	+0.2%	+$3.92K	0.01%	880
2024 Q2	$1.4M	Sell	24,256 -21,272	-47%	-$1.09M	0.01%	895
2024 Q1	$2.26M	Buy	45,528 +30,556	+204%	+$1.4M	0.01%	590
2023 Q4	$654K	Buy	14,972 +264	+2%	+$10K	﹤0.01%	1085
2023 Q3	$534K	Buy	14,708 +800	+6%	+$28.9K	﹤0.01%	1146
2023 Q2	$449K	Buy	13,908 +4,692	+51%	+$155K	﹤0.01%	1337
2023 Q1	$319K	Buy	+9,216	New	+$328K	0.01%	615
2022 Q4	–	Sell	-12,684	Closed	-$333K	–	846
2022 Q3	$333K	Sell	12,684 -148	-1%	-$4.31K	﹤0.01%	639
2022 Q2	$364K	Buy	+12,832	New	+$388K	﹤0.01%	651
2019 Q2	–	Sell	-116	Closed	-$2K	–	1346
2019 Q1	$2K	Hold	116	–	–	﹤0.01%	1675
2018 Q4	$2K	Buy	+116	New	+$2.02K	﹤0.01%	1350

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

Cresset Asset Management's PIPR Position: Q2 2026 in Review

Cresset Asset Management reduced its Piper Sandler (PIPR) stake by 46% in Q2 2026, selling an estimated $266K and leaving 3,844 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Cresset Asset Management first reported a position in PIPR in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.26M in Q1 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Cresset Asset Management held 3,844 shares of Piper Sandler worth $278K as of Q2 2026.
Cresset Asset Management sold 3,280 Piper Sandler shares in Q2 2026, an estimated $266K.
Piper Sandler made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1427 holding.
Cresset Asset Management first reported a position in Piper Sandler in Q4 2018 and has held it in 18 quarters since.
Cresset Asset Management's Piper Sandler position peaked at $2.26M in Q1 2024.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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