Position in PIPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,613,158
+$18,935,790 QoQ
Shares Held
437,008
+163.9% QoQ
Ownership
0.618%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#31
of 415 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Trust Walden Corp holds $118,338,715 across 6 Capital Markets names. PIPR ranks #3 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
215,325 | $45,011,537 | |
| 2 | EVR |
Evercore Inc.
|
115,831 | $39,549,335 | |
| 3 | PIPR |
Piper Sandler Companies
This page
|
437,008 | $31,613,158 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,184 | $1,197,462 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,420 | $592,373 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,500 | $374,850 |
All Filings in PIPR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,613,158 | 437,008 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $12,677,368 | 165,609 | Shares | Defined | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||