Y-Intercept (HK)’s Piper Sandler PIPR Stock Holding History

Y-Intercept (HK)’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	$3.91M	Buy	54,080 +34,029	+170%	+$2.76M	0.08%	364
2026 Q1	$1.53M	Buy	+20,051	New	+$1.65M	0.03%	841
2025 Q2	–	Sell	-16,328	Closed	-$1.01M	–	1929
2025 Q1	$1.01M	Buy	+16,328	New	+$1.17M	0.07%	402
2023 Q4	–	Sell	-12,556	Closed	-$456K	–	1562
2023 Q3	$456K	Buy	12,556 +4,736	+61%	+$171K	0.04%	592
2023 Q2	$253K	Buy	+7,820	New	+$258K	0.03%	841

Other funds holding PIPR

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return