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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
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

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

Summit Global Investments's PIPR Position: Q2 2026 in Review

Summit Global Investments opened a new position in Piper Sandler (PIPR) in Q2 2026: 5,580 shares worth $404K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in PIPR as recently as Q1 2022.

Summit Global Investments first reported a position in PIPR in Q1 2022 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Summit Global Investments held 5,580 shares of Piper Sandler worth $404K as of Q2 2026.
  • Piper Sandler was a new Summit Global Investments position in Q2 2026.
  • Piper Sandler made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #384 holding.
  • Summit Global Investments first reported a position in Piper Sandler in Q1 2022 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.