MassMutual Private Wealth & Trust’s Piper Sandler PIPR Stock Holding History

MassMutual Private Wealth & 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	$15.4K	Sell	233 -126	-35%	-$9.39K	﹤0.01%	1165
2026 Q2	$26K	Buy	359 +31	+9%	+$2.51K	﹤0.01%	1030
2026 Q1	$25.1K	Buy	328 +20	+6%	+$1.64K	﹤0.01%	1008
2025 Q4	$26.2K	Buy	308 +4	+1%	+$338	﹤0.01%	1011
2025 Q3	$26.4K	Buy	304 +4	+1%	+$326	﹤0.01%	1003
2025 Q2	$20.8K	Sell	300 -136	-31%	-$8.47K	﹤0.01%	1091
2025 Q1	$27K	Buy	436 +248	+132%	+$17.8K	﹤0.01%	918
2024 Q4	$14.1K	Buy	188 +48	+34%	+$3.73K	﹤0.01%	1130
2024 Q3	$9.93K	Sell	140 -48	-26%	-$3.14K	﹤0.01%	1135
2024 Q2	$10.8K	Buy	188 +52	+38%	+$2.67K	﹤0.01%	1066
2024 Q1	$6.75K	Hold	136	–	–	﹤0.01%	1166
2023 Q4	$5.95K	Sell	136 -4	-3%	-$152	﹤0.01%	1186
2023 Q3	$5.09K	Hold	140	–	–	﹤0.01%	1244
2023 Q2	$4.52K	Buy	140 +36	+35%	+$1.19K	﹤0.01%	1238
2023 Q1	$3.6K	Buy	104 +76	+271%	+$2.71K	﹤0.01%	1237
2022 Q4	$1K	Sell	28 -52	-65%	-$1.7K	﹤0.01%	1516
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	1266
2022 Q2	$2K	Buy	+80	New	+$2.42K	﹤0.01%	1179

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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 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's PIPR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Piper Sandler (PIPR) stake by 35% in Q3 2026, selling an estimated $9.39K and leaving 233 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

MassMutual Private Wealth & Trust first reported a position in PIPR in Q2 2022 and has held it in 18 quarters since. The position peaked at $27K in Q1 2025. 21 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

MassMutual Private Wealth & Trust held 233 shares of Piper Sandler worth $15.4K as of Q3 2026.
MassMutual Private Wealth & Trust sold 126 Piper Sandler shares in Q3 2026, an estimated $9.39K.
Piper Sandler made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1165 holding.
MassMutual Private Wealth & Trust first reported a position in Piper Sandler in Q2 2022 and has held it in 18 quarters since.
MassMutual Private Wealth & Trust's Piper Sandler position peaked at $27K in Q1 2025.
21 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.