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Westwood Holdings Group’s Piper Sandler PIPR Stock Holding History

Westwood Holdings 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
2026
Q2 		$89.5M Buy
1,237,090
+125,428
+11% +$10.2M 0.67% 26
2026
Q1 		$85.1M Buy
1,111,662
+23,442
+2% +$1.92M 0.62% 38
2025
Q4 		$92.4M Sell
1,088,220
-39,212
-3% -$3.31M 0.75% 22
2025
Q3 		$97.8M Sell
1,127,432
-247,804
-18% -$20.2M 0.7% 33
2025
Q2 		$95.6M Sell
1,375,236
-53,432
-4% -$3.33M 0.69% 39
2025
Q1 		$88.5M Buy
1,428,668
+370,108
+35% +$26.5M 0.67% 43
2024
Q4 		$79.4M Sell
1,058,560
-293,164
-22% -$22.8M 0.61% 51
2024
Q3 		$95.9M Sell
1,351,724
-142,176
-10% -$9.3M 0.4% 71
2024
Q2 		$86M Sell
1,493,900
-224,920
-13% -$11.5M 0.4% 66
2024
Q1 		$85.3M Sell
1,718,820
-143,172
-8% -$6.54M 0.67% 39
2023
Q4 		$81.4M Sell
1,861,992
-169,216
-8% -$6.44M 0.69% 37
2023
Q3 		$73.8M Sell
2,031,208
-158,268
-7% -$5.72M 0.69% 44
2023
Q2 		$70.8M Buy
2,189,476
+502,636
+30% +$16.6M 0.63% 59
2023
Q1 		$58.5M Sell
1,686,840
-52,820
-3% -$1.88M 0.53% 84
2022
Q4 		$56.6M Sell
1,739,660
-213,776
-11% -$6.98M 0.5% 89
2022
Q3 		$51.2M Buy
1,953,436
+148,076
+8% +$4.31M 0.6% 77
2022
Q2 		$51.2M Buy
1,805,360
+200,828
+13% +$6.07M 0.56% 79
2022
Q1 		$52.6M Buy
1,604,532
+102,604
+7% +$3.78M 0.49% 86
2021
Q4 		$67M Buy
1,501,928
+65,020
+5% +$2.76M 0.6% 72
2021
Q3 		$49.7M Sell
1,436,908
-228,100
-14% -$7.64M 0.54% 72
2021
Q2 		$53.9M Sell
1,665,008
-134,896
-7% -$4.13M 0.55% 74
2021
Q1 		$49.3M Buy
1,799,904
+243,896
+16% +$6.47M 0.5% 76
2020
Q4 		$39.3M Buy
1,556,008
+442,744
+40% +$10M 0.45% 71
2020
Q3 		$20.3M Buy
+1,113,264
New +$19M 0.26% 131

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Westwood Holdings Group's PIPR Position: Q2 2026 in Review

Westwood Holdings Group increased its Piper Sandler (PIPR) stake by 11% in Q2 2026, buying an estimated $10.2M and bringing the position to 1,237,090 shares worth $89.5M. The position accounts for 0.67% of the portfolio, ranked #26.

Westwood Holdings Group first reported a position in PIPR in Q3 2020 and has held it in 24 quarters since. The position peaked at $97.8M in Q3 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Westwood Holdings Group held 1,237,090 shares of Piper Sandler worth $89.5M as of Q2 2026.
  • Westwood Holdings Group bought 125,428 Piper Sandler shares in Q2 2026, an estimated $10.2M.
  • Piper Sandler made up 0.67% of Westwood Holdings Group's portfolio in Q2 2026, its #26 holding.
  • Westwood Holdings Group first reported a position in Piper Sandler in Q3 2020 and has held it in 24 quarters since.
  • Westwood Holdings Group's Piper Sandler position peaked at $97.8M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.