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Oliver Luxxe Assets’s Piper Sandler PIPR Stock Holding History

Oliver Luxxe Assets’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 		$1.64M Buy
24,853
+256
+1% +$19.1K 0.26% 111
2026
Q2 		$1.78M Sell
24,597
-18,480
-43% -$1.5M 0.26% 114
2026
Q1 		$3.3M Buy
43,077
+3,425
+9% +$281K 0.49% 71
2025
Q4 		$3.37M Sell
39,652
-12
-0% -$1.01K 0.51% 63
2025
Q3 		$3.44M Buy
39,664
+804
+2% +$65.6K 0.54% 61
2025
Q2 		$2.7M Buy
38,860
+356
+0.9% +$22.2K 0.48% 69
2025
Q1 		$2.38M Sell
38,504
-6,304
-14% -$451K 0.44% 78
2024
Q4 		$3.18M Hold
44,808
– – 0.57% 63
2024
Q3 		$3.18M Buy
44,808
+20,516
+84% +$1.34M 0.57% 64
2024
Q2 		$1.4M Buy
24,292
+476
+2% +$24.4K 0.3% 90
2024
Q1 		$1.18M Buy
23,816
+248
+1% +$11.3K 0.25% 100
2023
Q4 		$1.03M Buy
23,568
+6,756
+40% +$257K 0.24% 98
2023
Q3 		$611K Buy
16,812
+696
+4% +$25.1K 0.16% 124
2023
Q2 		$521K Buy
16,116
+700
+5% +$23.1K 0.13% 135
2023
Q1 		$534K Buy
+15,416
New +$549K 0.14% 134

Other funds holding PIPR

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GAMMA Investing
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
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
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Oliver Luxxe Assets's PIPR Position: Q3 2026 in Review

Oliver Luxxe Assets increased its Piper Sandler (PIPR) stake by 1% in Q3 2026, buying an estimated $19.1K and bringing the position to 24,853 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #111.

Oliver Luxxe Assets first reported a position in PIPR in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.44M in Q3 2025. 21 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Oliver Luxxe Assets held 24,853 shares of Piper Sandler worth $1.64M as of Q3 2026.
  • Oliver Luxxe Assets bought 256 Piper Sandler shares in Q3 2026, an estimated $19.1K.
  • Piper Sandler made up 0.26% of Oliver Luxxe Assets's portfolio in Q3 2026, its #111 holding.
  • Oliver Luxxe Assets first reported a position in Piper Sandler in Q1 2023 and has held it in 15 quarters since.
  • Oliver Luxxe Assets's Piper Sandler position peaked at $3.44M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Oliver Luxxe Assets's 13F filing for Q3 2026, filed 14 Oct 2026.