First Citizens Bank & Trust
PIPR icon

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
Q3 		$239K Sell
3,624
-6,575
-64% -$490K ﹤0.01% 660
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

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Citizens Bank & Trust's PIPR Position: Q3 2026 in Review

First Citizens Bank & Trust reduced its Piper Sandler (PIPR) stake by 64% in Q3 2026, selling an estimated $490K and leaving 3,624 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

First Citizens Bank & Trust first reported a position in PIPR in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2014. 21 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • First Citizens Bank & Trust held 3,624 shares of Piper Sandler worth $239K as of Q3 2026.
  • First Citizens Bank & Trust sold 6,575 Piper Sandler shares in Q3 2026, an estimated $490K.
  • Piper Sandler made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #660 holding.
  • First Citizens Bank & Trust first reported a position in Piper Sandler in Q1 2014 and has held it in 14 quarters since.
  • First Citizens Bank & Trust's Piper Sandler position peaked at $1.04M in Q4 2014.
  • 21 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.