Whittier Trust’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-368
| Closed | -$33.8K | – | 1412 |
|
|
2025
Q4 | $33.8K | Hold |
368
| – | – | ﹤0.01% | 942 |
|
|
2025
Q3 | $31.4K | Buy |
+368
| New | +$30K | ﹤0.01% | 939 |
|
|
2021
Q3 | – | Sell |
-80
| Closed | -$3K | – | 1555 |
|
|
2021
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q3 | $1K | Sell |
80
-120
| -60% | -$2.05K | ﹤0.01% | 1397 |
|
|
2020
Q2 | $3K | Sell |
200
-64
| -24% | -$902 | ﹤0.01% | 1232 |
|
|
2020
Q1 | $3K | Hold |
264
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q4 | $5K | Hold |
264
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q3 | $5K | Hold |
264
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q2 | $5K | Hold |
264
| – | – | ﹤0.01% | 1155 |
|
|
2019
Q1 | $5K | Buy |
264
+200
| +313% | +$3.55K | ﹤0.01% | 1139 |
|
|
2018
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 1291 |
|
|
2018
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 1246 |
|
|
2017
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 1314 |
|
|
2016
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 1151 |
|
|
2016
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 1154 |
|
|
2015
Q4 | $1K | Buy |
+64
| New | +$613 | ﹤0.01% | 1164 |
|
|
2015
Q2 | – | Sell |
-56
| Closed | -$1K | – | 1262 |
|
|
2015
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1200 |
|
|
2014
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1050 |
|
|
2014
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1027 |
|
|
2014
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 1022 |
|
|
2014
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1049 |
|
|
2013
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1052 |
|
|
2013
Q3 | $0 | Hold |
56
| – | – | ﹤0.01% | 1078 |
|
|
2013
Q2 | $0 | Buy |
+56
| New | +$471 | ﹤0.01% | 1075 |
|
Other funds holding PIPR
VPM
VCM
SIMG
Whittier Trust's PIPR Position: Q1 2026 in Review
Whittier Trust sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 368 shares — an estimated $33.8K sold.
Whittier Trust first reported a position in PIPR in Q2 2013 and held it in 33 quarters. The position peaked at $33.8K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.
- Whittier Trust reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
- Whittier Trust sold 368 Piper Sandler shares in Q1 2026, an estimated $33.8K.
- Whittier Trust first reported a position in Piper Sandler in Q2 2013 and held it in 33 quarters.
- Whittier Trust's Piper Sandler position peaked at $33.8K in Q4 2025.
- 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.