Evergreen Capital Management’s Piper Sandler PIPR Stock Holding History

Evergreen Capital 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	$647K	Sell	8,941 -4,011	-31%	-$325K	0.01%	752
2026 Q1	$991K	Buy	12,952 +4,824	+59%	+$396K	0.02%	492
2025 Q4	$690K	Sell	8,128 -532	-6%	-$44.9K	0.02%	579
2025 Q3	$751K	Buy	8,660 +2,140	+33%	+$175K	0.02%	482
2025 Q2	$453K	Buy	6,520 +652	+11%	+$40.6K	0.01%	601
2025 Q1	$363K	Buy	5,868 +452	+8%	+$32.4K	0.01%	647
2024 Q4	$406K	Buy	5,416 +400	+8%	+$31.1K	0.01%	584
2024 Q3	$356K	Buy	5,016 +680	+16%	+$44.5K	0.01%	644
2024 Q2	$250K	Buy	+4,336	New	+$222K	0.01%	737

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

Evergreen Capital Management's PIPR Position: Q2 2026 in Review

Evergreen Capital Management reduced its Piper Sandler (PIPR) stake by 31% in Q2 2026, selling an estimated $325K and leaving 8,941 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #752.

Evergreen Capital Management first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $991K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Evergreen Capital Management held 8,941 shares of Piper Sandler worth $647K as of Q2 2026.
Evergreen Capital Management sold 4,011 Piper Sandler shares in Q2 2026, an estimated $325K.
Piper Sandler made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #752 holding.
Evergreen Capital Management first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
Evergreen Capital Management's Piper Sandler position peaked at $991K in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.