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Steward Financial Group’s Piper Sandler PIPR Stock Holding History

Steward 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
2023
Q3 		$5K Buy
+140
New +$5.06K ﹤0.01% 639
2022
Q3 		– Sell
-72
Closed -$2K – 984
2022
Q2 		$2K Buy
+72
New +$2.17K ﹤0.01% 594

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Financial Group's PIPR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Piper Sandler (PIPR) in Q3 2023: 140 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PIPR as recently as Q2 2022.

Steward Financial Group first reported a position in PIPR in Q2 2022 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

  • Steward Financial Group held 140 shares of Piper Sandler worth $5K as of Q3 2023.
  • Piper Sandler was a new Steward Financial Group position in Q3 2023.
  • Piper Sandler made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #639 holding.
  • Steward Financial Group first reported a position in Piper Sandler in Q2 2022 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.