Putney Financial Group’s Piper Sandler PIPR Stock Holding History

Putney Financial Group’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 Q1	–	Sell	-4	Closed	-$300	–	307
2024 Q4	$300	Buy	+4	New	+$311	﹤0.01%	298

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Putney Financial Group's PIPR Position: Q1 2025 in Review

Putney Financial Group sold out of Piper Sandler (PIPR) in Q1 2025, closing a stake of 4 shares — an estimated $300 sold.

Putney Financial Group first reported a position in PIPR in Q4 2024 and held it in 1 quarter. The position peaked at $300 in Q4 2024. 358 funds tracked by Wall St. Rank hold PIPR as of Q1 2025.

Putney Financial Group reported no remaining Piper Sandler position as of Q1 2025 after selling out during the quarter.
Putney Financial Group sold 4 Piper Sandler shares in Q1 2025, an estimated $300.
Putney Financial Group first reported a position in Piper Sandler in Q4 2024 and held it in 1 quarter.
Putney Financial Group's Piper Sandler position peaked at $300 in Q4 2024.
358 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.