EAM
PIPR icon

EFG Asset Management’s Piper Sandler PIPR Stock Holding History

EFG 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
2025
Q3 		$4.33M Sell
49,856
-6,528
-12% -$532K 0.56% 73
2025
Q2 		$3.92M Buy
56,384
+16,488
+41% +$1.03M 0.55% 77
2025
Q1 		$2.47M Buy
39,896
+23,324
+141% +$1.67M 0.41% 104
2024
Q4 		$1.25M Buy
+16,572
New +$1.29M 0.17% 172

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EFG Asset Management's PIPR Position: Q3 2025 in Review

EFG Asset Management reduced its Piper Sandler (PIPR) stake by 12% in Q3 2025, selling an estimated $532K and leaving 49,856 shares worth $4.33M. The position accounts for 0.56% of the portfolio, ranked #73.

EFG Asset Management first reported a position in PIPR in Q4 2024 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

  • EFG Asset Management held 49,856 shares of Piper Sandler worth $4.33M as of Q3 2025.
  • EFG Asset Management sold 6,528 Piper Sandler shares in Q3 2025, an estimated $532K.
  • Piper Sandler made up 0.56% of EFG Asset Management's portfolio in Q3 2025, its #73 holding.
  • EFG Asset Management first reported a position in Piper Sandler in Q4 2024 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.