Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,260,452
-$3,092,946 QoQ
Shares Held
17,424
-69.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#174
of 415 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $45,239,834 across 17 Capital Markets names. PIPR ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
66,065 | $13,810,227 | |
| 2 | GS |
Goldman Sachs Group Inc
|
13,347 | $13,498,755 | |
| 3 | SF |
Stifel Financial Corp
|
73,461 | $5,125,373 | |
| 4 | EVR |
Evercore Inc.
|
7,275 | $2,483,976 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,138 | $2,100,971 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
34,458 | $1,722,210 | |
| 7 | PIPR |
Piper Sandler Companies
This page
|
17,424 | $1,260,452 | |
| 8 | SCHW |
Schwab Charles Corp
|
13,200 | $1,217,964 |
All Filings in PIPR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,260,452 | 17,424 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,353,398 | 56,870 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,015,138 | 14,763 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $272,040 | 784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,297 | 807 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $200,109 | 808 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $488,018 | 1,627 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||