MJT & Associates Financial Advisory’s Piper Sandler PIPR Stock Holding History

MJT & Associates Financial Advisory’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	$21.1K	Hold	320	–	–	0.01%	114
2026 Q2	$23.1K	Hold	320	–	–	0.02%	120
2026 Q1	$24.5K	Hold	320	–	–	0.02%	109
2025 Q4	$27.2K	Hold	320	–	–	0.02%	109
2025 Q3	$27.8K	Hold	320	–	–	0.02%	108
2025 Q2	$22.2K	Hold	320	–	–	0.03%	138
2025 Q1	$19.8K	Buy	+320	New	+$22.9K	0.02%	147

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory's PIPR Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Piper Sandler (PIPR) position steady in Q3 2026 at 320 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #114.

MJT & Associates Financial Advisory first reported a position in PIPR in Q1 2025 and has held it in 7 quarters since. The position peaked at $27.8K in Q3 2025. 21 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

MJT & Associates Financial Advisory held 320 shares of Piper Sandler worth $21.1K as of Q3 2026.
MJT & Associates Financial Advisory left its Piper Sandler share count unchanged in Q3 2026.
Piper Sandler made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #114 holding.
MJT & Associates Financial Advisory first reported a position in Piper Sandler in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Piper Sandler position peaked at $27.8K in Q3 2025.
21 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.