NorthCrest Asset Manangement
PIPR icon

NorthCrest Asset Manangement’s Piper Sandler PIPR Stock Holding History

NorthCrest Asset Manangement’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 		$1.95M Sell
30,217
-1,862
-6% -$139K 0.05% 259
2026
Q2 		$2.36M Sell
32,079
-1,741
-5% -$141K 0.06% 228
2026
Q1 		$2.63M Sell
33,820
-80
-0.2% -$6.56K 0.08% 191
2025
Q4 		$3.1M Buy
33,900
+24
+0.1% +$2.03K 0.07% 189
2025
Q3 		$2.88M Buy
33,876
+15,204
+81% +$1.24M 0.07% 191
2025
Q2 		$1.37M Sell
18,672
-17,948
-49% -$1.12M 0.04% 266
2025
Q1 		$2.27M Buy
36,620
+20
+0.1% +$1.43K 0.07% 201
2024
Q4 		$2.74M Hold
36,600
– – 0.08% 173
2024
Q3 		$2.6M Hold
36,600
– – 0.08% 179
2024
Q2 		$2.11M Hold
36,600
– – 0.07% 193
2024
Q1 		$1.82M Sell
36,600
-800
-2% -$36.6K 0.06% 213
2023
Q4 		$1.64M Sell
37,400
-400
-1% -$15.2K 0.06% 212
2023
Q3 		$1.37M Hold
37,800
– – 0.06% 219
2023
Q2 		$1.22M Hold
37,800
– – 0.05% 235
2023
Q1 		$1.31M Buy
37,800
+1,000
+3% +$35.6K 0.05% 221
2022
Q4 		$1.2M Buy
36,800
+400
+1% +$13.1K 0.07% 163
2022
Q3 		$953K Hold
36,400
– – 0.05% 212
2022
Q2 		$1.03M Hold
36,400
– – 0.05% 209
2022
Q1 		$1.19M Buy
36,400
+400
+1% +$14.7K 0.06% 181
2021
Q4 		$1.61M Buy
+36,000
New +$1.53M 0.09% 174

Other funds holding PIPR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

NorthCrest Asset Manangement's PIPR Position: Q3 2026 in Review

NorthCrest Asset Manangement reduced its Piper Sandler (PIPR) stake by 5.8% in Q3 2026, selling an estimated $139K and leaving 30,217 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #259.

NorthCrest Asset Manangement first reported a position in PIPR in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.1M in Q4 2025. 185 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • NorthCrest Asset Manangement held 30,217 shares of Piper Sandler worth $1.95M as of Q3 2026.
  • NorthCrest Asset Manangement sold 1,862 Piper Sandler shares in Q3 2026, an estimated $139K.
  • Piper Sandler made up 0.05% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #259 holding.
  • NorthCrest Asset Manangement first reported a position in Piper Sandler in Q4 2021 and has held it in 20 quarters since.
  • NorthCrest Asset Manangement's Piper Sandler position peaked at $3.1M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.