West Oak Capital’s Piper Sandler PIPR Stock Holding History

West Oak Capital’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 Q3	$520	Hold	600	–	–	0.02%	163
2025 Q2	$417	Hold	600	–	–	0.02%	173
2025 Q1	$371	Hold	600	–	–	0.01%	189
2024 Q4	$450K	Sell	600 -200	-25%	-$15.6K	0.02%	185
2024 Q3	$568	Hold	800	–	–	0.01%	177
2024 Q2	$46K	Hold	800	–	–	0.02%	186
2024 Q1	$40K	Hold	800	–	–	0.02%	182
2023 Q4	$33K	Buy	+800	New	+$30.4K	0.02%	190
2019 Q3	–	Sell	-68	Closed	-$1K	–	319
2019 Q2	$1K	Hold	68	–	–	﹤0.01%	309
2019 Q1	$1K	Hold	68	–	–	﹤0.01%	306
2018 Q4	$1.12K	Hold	68	–	–	﹤0.01%	320
2018 Q3	$1.3K	Hold	68	–	–	﹤0.01%	346
2018 Q2	$1.31K	Hold	68	–	–	﹤0.01%	316
2018 Q1	$1.41K	Hold	68	–	–	﹤0.01%	322
2017 Q4	$1.47K	Hold	68	–	–	﹤0.01%	282
2017 Q3	$1.01K	Hold	68	–	–	﹤0.01%	321
2017 Q2	$1.02K	Hold	68	–	–	﹤0.01%	335
2017 Q1	$1.08K	Hold	68	–	–	﹤0.01%	358
2016 Q4	$1.23K	Hold	68	–	–	﹤0.01%	329
2016 Q3	$821	Hold	68	–	–	﹤0.01%	363
2016 Q2	$641	Hold	68	–	–	﹤0.01%	325
2016 Q1	$843	Hold	68	–	–	﹤0.01%	259
2015 Q4	$687	Hold	68	–	–	﹤0.01%	271
2015 Q3	$615	Hold	68	–	–	﹤0.01%	278
2015 Q2	$742	Hold	68	–	–	﹤0.01%	292
2015 Q1	$892	Hold	68	–	–	﹤0.01%	287
2014 Q4	$988	Hold	68	–	–	﹤0.01%	295
2014 Q3	$888	Hold	68	–	–	﹤0.01%	285
2014 Q2	$880	Hold	68	–	–	﹤0.01%	278
2014 Q1	$779	Hold	68	–	–	﹤0.01%	279
2013 Q4	$672	Hold	68	–	–	﹤0.01%	280
2013 Q3	$583	Hold	68	–	–	﹤0.01%	281
2013 Q2	$537	Buy	+68	New	+$572	﹤0.01%	280

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

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

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

West Oak Capital's PIPR Position: Q3 2025 in Review

West Oak Capital held its Piper Sandler (PIPR) position steady in Q3 2025 at 600 shares worth $520. The position accounts for 0.02% of the portfolio, ranked #163.

West Oak Capital first reported a position in PIPR in Q2 2013 and has held it in 33 quarters since. The position peaked at $450K in Q4 2024. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

West Oak Capital held 600 shares of Piper Sandler worth $520 as of Q3 2025.
West Oak Capital left its Piper Sandler share count unchanged in Q3 2025.
Piper Sandler made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #163 holding.
West Oak Capital first reported a position in Piper Sandler in Q2 2013 and has held it in 33 quarters since.
West Oak Capital's Piper Sandler position peaked at $450K in Q4 2024.
382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.