First Citizens Bank & Trust’s Piper Sandler PIPR Stock Holding History

First Citizens Bank & Trust’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	$738K	Buy	10,199 +833	+9%	+$67.5K	0.01%	373
2026 Q1	$717K	Sell	9,366 -698	-7%	-$57.3K	0.02%	362
2025 Q4	$855K	Sell	10,064 -160	-2%	-$13.5K	0.02%	320
2025 Q3	$887K	Sell	10,224 -408	-4%	-$33.3K	0.02%	307
2025 Q2	$739K	Buy	10,632 +7,032	+195%	+$438K	0.01%	332
2025 Q1	$223K	Buy	+3,600	New	+$258K	0.01%	456
2016 Q2	–	Sell	-22,716	Closed	-$281K	–	486
2016 Q1	$281K	Buy	+22,716	New	+$230K	0.02%	386
2015 Q3	–	Sell	-79,296	Closed	-$865K	–	419
2015 Q2	$865K	Buy	79,296 +5,928	+8%	+$74K	0.06%	260
2015 Q1	$962K	Buy	73,368 +2,052	+3%	+$27.9K	0.07%	215
2014 Q4	$1.04M	Buy	71,316 +132	+0.2%	+$1.81K	0.08%	159
2014 Q3	$930K	Buy	71,184 +3,656	+5%	+$48.7K	0.08%	157
2014 Q2	$874K	Buy	67,528 +212	+0.3%	+$2.39K	0.07%	171
2014 Q1	$771K	Buy	+67,316	New	+$685K	0.07%	190

Other funds holding PIPR

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return