Position in PIPR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,986,094
-$63,302 QoQ
Shares Held
27,455
+2.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#139
of 414 holders
Holding Since
Dec 2025
3 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, 2026Annex Advisory Services, LLC holds $87,968,328 across 6 Capital Markets names. PIPR ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
335,740 | $70,183,089 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,236 | $10,352,383 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
12,128 | $3,416,215 | |
| 4 | PIPR |
Piper Sandler Companies
This page
|
27,455 | $1,986,094 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,113 | $1,716,091 | |
| 6 | SCHW |
Schwab Charles Corp
|
3,408 | $314,456 |
All Filings in PIPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,986,094 | 27,455 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,049,396 | 26,772 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,855,156 | 5,461 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||