Summit Global Investments
PIPR icon

Summit Global Investments’s Piper Sandler PIPR Stock Holding History

Summit Global Investments’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 		$342K Sell
5,190
-390
-7% -$29.1K 0.02% 425
2026
Q2 		$404K Buy
+5,580
New +$452K 0.02% 384
2022
Q2 		– Sell
-12,000
Closed -$394K – 511
2022
Q1 		$394K Buy
+12,000
New +$442K 0.03% 373

Other funds holding PIPR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Summit Global Investments's PIPR Position: Q3 2026 in Review

Summit Global Investments reduced its Piper Sandler (PIPR) stake by 7% in Q3 2026, selling an estimated $29.1K and leaving 5,190 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #425.

Summit Global Investments first reported a position in PIPR in Q1 2022 and has held it in 3 quarters since. The position peaked at $404K in Q2 2026. 216 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Summit Global Investments held 5,190 shares of Piper Sandler worth $342K as of Q3 2026.
  • Summit Global Investments sold 390 Piper Sandler shares in Q3 2026, an estimated $29.1K.
  • Piper Sandler made up 0.02% of Summit Global Investments's portfolio in Q3 2026, its #425 holding.
  • Summit Global Investments first reported a position in Piper Sandler in Q1 2022 and has held it in 3 quarters since.
  • Summit Global Investments's Piper Sandler position peaked at $404K in Q2 2026.
  • 216 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.