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Crossmark Global Holdings’s Piper Sandler PIPR Stock Holding History

Crossmark Global Holdings’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 		$369K Buy
+5,100
New +$414K ﹤0.01% 983
2026
Q1 		– Sell
-3,524
Closed -$299K – 1273
2025
Q4 		$299K Buy
3,524
+1,016
+41% +$85.8K ﹤0.01% 1029
2025
Q3 		$218K Sell
2,508
-392
-14% -$32K ﹤0.01% 1221
2025
Q2 		$202K Buy
+2,900
New +$181K ﹤0.01% 1270
2025
Q1 		– Sell
-5,396
Closed -$405K – 1345
2024
Q4 		$405K Sell
5,396
-796
-13% -$61.9K 0.01% 929
2024
Q3 		$439K Buy
6,192
+1,832
+42% +$120K 0.01% 922
2024
Q2 		$251K Sell
4,360
-632
-13% -$32.4K ﹤0.01% 1136
2024
Q1 		$248K Buy
4,992
+304
+6% +$13.9K ﹤0.01% 1184
2023
Q4 		$205K Buy
+4,688
New +$178K ﹤0.01% 1244
2022
Q1 		– Sell
-5,000
Closed -$223K – 1378
2021
Q4 		$223K Buy
+5,000
New +$212K ﹤0.01% 1297
2018
Q3 		– Sell
-10,880
Closed -$209K – 1601
2018
Q2 		$209K Buy
10,880
+960
+10% +$18.8K 0.01% 1521
2018
Q1 		$206K Sell
9,920
-1,760
-15% -$38.9K 0.01% 1494
2017
Q4 		$252K Sell
11,680
-14,720
-56% -$265K 0.01% 1476
2017
Q3 		$392K Buy
+26,400
New +$390K 0.01% 1121
2016
Q3 		$392K Buy
+26,400
New +$288K 0.01% 1121

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
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

Crossmark Global Holdings's PIPR Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in Piper Sandler (PIPR) in Q2 2026: 5,100 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in PIPR as recently as Q4 2025.

Crossmark Global Holdings first reported a position in PIPR in Q3 2016 and has held it in 15 quarters since. The position peaked at $439K in Q3 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Crossmark Global Holdings held 5,100 shares of Piper Sandler worth $369K as of Q2 2026.
  • Piper Sandler was a new Crossmark Global Holdings position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #983 holding.
  • Crossmark Global Holdings first reported a position in Piper Sandler in Q3 2016 and has held it in 15 quarters since.
  • Crossmark Global Holdings's Piper Sandler position peaked at $439K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.