PTC
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Private Trust Company’s Piper Sandler PIPR Stock Holding History

Private Trust Company’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
-60
Closed -$5.21K – 2640
2025
Q3 		$5.21K Hold
60
– – ﹤0.01% 2138
2025
Q2 		$4.17K Sell
60
-144
-71% -$8.97K ﹤0.01% 2115
2025
Q1 		$12.6K Hold
204
– – ﹤0.01% 1723
2024
Q4 		$15.3K Buy
204
+12
+6% +$934 ﹤0.01% 1581
2024
Q3 		$13.6K Buy
192
+52
+37% +$3.4K ﹤0.01% 1612
2024
Q2 		$8.06K Hold
140
– – ﹤0.01% 1755
2024
Q1 		$6.95K Hold
140
– – ﹤0.01% 1783
2023
Q4 		$6.12K Buy
+140
New +$5.33K ﹤0.01% 1841

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
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

Private Trust Company's PIPR Position: Q4 2025 in Review

Private Trust Company sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 60 shares — an estimated $5.21K sold.

Private Trust Company first reported a position in PIPR in Q4 2023 and held it in 8 quarters. The position peaked at $15.3K in Q4 2024. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

  • Private Trust Company reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 60 Piper Sandler shares in Q4 2025, an estimated $5.21K.
  • Private Trust Company first reported a position in Piper Sandler in Q4 2023 and held it in 8 quarters.
  • Private Trust Company's Piper Sandler position peaked at $15.3K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.