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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
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

Oliver Luxxe Assets's PIPR Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Piper Sandler (PIPR) stake by 43% in Q2 2026, selling an estimated $1.5M and leaving 24,597 shares worth $1.78M. The position accounts for 0.26% of the portfolio, ranked #114.

Oliver Luxxe Assets first reported a position in PIPR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.44M in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Oliver Luxxe Assets held 24,597 shares of Piper Sandler worth $1.78M as of Q2 2026.
  • Oliver Luxxe Assets sold 18,480 Piper Sandler shares in Q2 2026, an estimated $1.5M.
  • Piper Sandler made up 0.26% of Oliver Luxxe Assets's portfolio in Q2 2026, its #114 holding.
  • Oliver Luxxe Assets first reported a position in Piper Sandler in Q1 2023 and has held it in 14 quarters since.
  • Oliver Luxxe Assets's Piper Sandler position peaked at $3.44M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.