Flagship Harbor Advisors’s Piper Sandler PIPR Stock Holding History

Flagship Harbor Advisors’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 Q4	–	Sell	-2,896	Closed	-$251K	–	2307
2025 Q3	$251K	Buy	2,896 +4	+0.1%	+$326	0.01%	694
2025 Q2	$201K	Buy	+2,892	New	+$180K	0.01%	742
2025 Q1	–	Sell	-2,844	Closed	-$213K	–	768
2024 Q4	$213K	Sell	2,844 -48	-2%	-$3.73K	0.01%	687
2024 Q3	$205K	Sell	2,892 -916	-24%	-$59.9K	0.01%	685
2024 Q2	$219K	Buy	+3,808	New	+$195K	0.01%	636
2022 Q1	–	Sell	-5,236	Closed	-$234K	–	667
2021 Q4	$234K	Buy	+5,236	New	+$222K	0.02%	574
2019 Q2	–	Sell	-188	Closed	-$3K	–	1949
2019 Q1	$3K	Sell	188 -400	-68%	-$7.09K	﹤0.01%	1611
2018 Q4	$9K	Sell	588 -176	-23%	-$3.07K	﹤0.01%	1271
2018 Q3	$14K	Buy	764 +8	+1%	+$154	﹤0.01%	1270
2018 Q2	$14K	Buy	+756	New	+$14.8K	﹤0.01%	1249

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Flagship Harbor Advisors's PIPR Position: Q4 2025 in Review

Flagship Harbor Advisors sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 2,896 shares — an estimated $251K sold.

Flagship Harbor Advisors first reported a position in PIPR in Q2 2018 and held it in 10 quarters. The position peaked at $251K in Q3 2025. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

Flagship Harbor Advisors reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
Flagship Harbor Advisors sold 2,896 Piper Sandler shares in Q4 2025, an estimated $251K.
Flagship Harbor Advisors first reported a position in Piper Sandler in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's Piper Sandler position peaked at $251K in Q3 2025.
417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Flagship Harbor Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.