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 Q3	$259K	Buy	3,928 +574	+17%	+$42.8K	0.01%	238
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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

ZWJ Investment Counsel's PIPR Position: Q3 2026 in Review

ZWJ Investment Counsel increased its Piper Sandler (PIPR) stake by 17% in Q3 2026, buying an estimated $42.8K and bringing the position to 3,928 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #238.

ZWJ Investment Counsel first reported a position in PIPR in Q3 2024 and has held it in 7 quarters since. The position peaked at $265K in Q3 2025. 22 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

ZWJ Investment Counsel held 3,928 shares of Piper Sandler worth $259K as of Q3 2026.
ZWJ Investment Counsel bought 574 Piper Sandler shares in Q3 2026, an estimated $42.8K.
Piper Sandler made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #238 holding.
ZWJ Investment Counsel first reported a position in Piper Sandler in Q3 2024 and has held it in 7 quarters since.
ZWJ Investment Counsel's Piper Sandler position peaked at $265K in Q3 2025.
22 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.