Montag & Associates’s Piper Sandler PIPR Stock Holding History

Montag & Associates’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	-20	Closed	-$1.74K	–	1110
2025 Q3	$1.74K	Buy	+20	New	+$1.63K	﹤0.01%	940
2023 Q1	–	Sell	-500	Closed	-$16.3K	–	953
2022 Q4	$16.3K	Hold	500	–	–	﹤0.01%	684
2022 Q3	$13K	Buy	+500	New	+$14.6K	﹤0.01%	708

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

Montag & Associates's PIPR Position: Q4 2025 in Review

Montag & Associates sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 20 shares — an estimated $1.74K sold.

Montag & Associates first reported a position in PIPR in Q3 2022 and held it in 3 quarters. The position peaked at $16.3K in Q4 2022. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

Montag & Associates reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 20 Piper Sandler shares in Q4 2025, an estimated $1.74K.
Montag & Associates first reported a position in Piper Sandler in Q3 2022 and held it in 3 quarters.
Montag & Associates's Piper Sandler position peaked at $16.3K in Q4 2022.
417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.