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ZWJ Investment Counsel’s Piper Sandler PIPR Stock Holding History

ZWJ Investment Counsel’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 		$243K Buy
3,354
+306
+10% +$24.8K 0.01% 253
2026
Q1 		$233K Hold
3,048
– – 0.01% 214
2025
Q4 		$259K Sell
3,048
-12
-0.4% -$1.01K 0.01% 187
2025
Q3 		$265K Sell
3,060
-540
-15% -$44K 0.01% 183
2025
Q2 		$250K Buy
+3,600
New +$224K 0.01% 189
2024
Q4 		– Sell
-3,128
Closed -$222K – 243
2024
Q3 		$222K Buy
+3,128
New +$205K 0.01% 209

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

ZWJ Investment Counsel's PIPR Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Piper Sandler (PIPR) stake by 10% in Q2 2026, buying an estimated $24.8K and bringing the position to 3,354 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #253.

ZWJ Investment Counsel first reported a position in PIPR in Q3 2024 and has held it in 6 quarters since. The position peaked at $265K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • ZWJ Investment Counsel held 3,354 shares of Piper Sandler worth $243K as of Q2 2026.
  • ZWJ Investment Counsel bought 306 Piper Sandler shares in Q2 2026, an estimated $24.8K.
  • Piper Sandler made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #253 holding.
  • ZWJ Investment Counsel first reported a position in Piper Sandler in Q3 2024 and has held it in 6 quarters since.
  • ZWJ Investment Counsel's Piper Sandler position peaked at $265K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.