Avalon Trust Co

Bank

Position in PIPR — Piper Sandler Companies

CIK 1798150 SANTA FE, NM

Position in PIPR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$108,510

-$6,315 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#303

of 415 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avalon Trust Co holds $4,121,741 across 5 Capital Markets names. PIPR ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	9,296	$1,943,235
2	GS	Goldman Sachs Group Inc	1,859	$1,880,136
3	IREN	IREN Ltd	3,950	$180,633
4	PIPR	Piper Sandler Companies This page	1,500	$108,510
5	SCHW	Schwab Charles Corp	100	$9,227

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,510	1,500	0.0%	Shares	Sole	2026-08-06
2026-03-31	$114,825	1,500	+300.0%	Shares	Sole	2026-05-06
2025-12-31	$127,391	375	0.0%	Shares	Sole	2026-02-09
2025-09-30	$130,121	375	0.0%	Shares	Sole	2025-11-10
2025-06-30	$104,227	375	-5.1%	Shares	Sole	2025-08-08
2025-03-31	$97,825	395	0.0%	Shares	Sole	2025-05-09
2024-12-31	$118,480	395	+5.3%	Shares	Sole	2025-02-10
2024-09-30	$106,428	375	+18650.0%	Shares	Sole	2024-11-13
2024-03-31	$396	2	0.0%	Shares	Sole	2024-05-07
2023-12-31	$349	2	0.0%	Shares	Sole	2024-02-06
2023-09-30	$290	2	0.0%	Shares	Sole	2023-11-13
2023-06-30	$258	2	0.0%	Shares	Sole	2023-08-09
2023-03-31	$277	2	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.