Position in PIPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,684,509
-$91,144 QoQ
Shares Held
23,286
+0.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#153
of 415 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HARBOR CAPITAL ADVISORS, INC. holds $22,008,310 across 10 Capital Markets names. PIPR ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
96,962 | $7,659,958 | |
| 2 | MS |
Morgan Stanley
|
21,138 | $4,418,687 | |
| 3 | SCHW |
Schwab Charles Corp
|
30,794 | $2,841,362 | |
| 4 | SF |
Stifel Financial Corp
|
32,024 | $2,234,314 | |
| 5 | PIPR |
Piper Sandler Companies
This page
|
23,286 | $1,684,509 | |
| 6 | MC |
Moelis & Co
|
23,441 | $1,533,510 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
23,164 | $1,379,879 | |
| 8 | TW |
Tradeweb Markets Inc.
|
1,715 | $170,916 |
All Filings in PIPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684,509 | 23,286 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,775,653 | 23,196 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,407,864 | 7,088 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,320,669 | 6,688 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,759,916 | 6,332 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,620,934 | 6,545 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,368,971 | 4,564 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,421,888 | 5,010 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,140,262 | 4,954 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $885,265 | 4,460 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||