New Age Alpha Advisors’s Piper Sandler PIPR Stock Holding History

New Age Alpha 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
2026 Q2	$1.26M	Sell	17,424 -39,446	-69%	-$3.2M	0.05%	403
2026 Q1	$4.35M	Sell	56,870 -2,182	-4%	-$179K	0.2%	143
2025 Q4	$5.02M	Buy	59,052 +55,916	+1,783%	+$4.72M	0.22%	129
2025 Q3	$272K	Sell	3,136 -92	-3%	-$7.5K	0.01%	576
2025 Q2	$224K	Sell	3,228 -4	-0.1%	-$249	0.01%	605
2025 Q1	$200K	Sell	3,232 -3,276	-50%	-$234K	0.01%	655
2024 Q4	$488K	Buy	+6,508	New	+$506K	0.02%	528

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

New Age Alpha Advisors's PIPR Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Piper Sandler (PIPR) stake by 69% in Q2 2026, selling an estimated $3.2M and leaving 17,424 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #403.

New Age Alpha Advisors first reported a position in PIPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.02M in Q4 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

New Age Alpha Advisors held 17,424 shares of Piper Sandler worth $1.26M as of Q2 2026.
New Age Alpha Advisors sold 39,446 Piper Sandler shares in Q2 2026, an estimated $3.2M.
Piper Sandler made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #403 holding.
New Age Alpha Advisors first reported a position in Piper Sandler in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's Piper Sandler position peaked at $5.02M in Q4 2025.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.