NorthCrest Asset Manangement, LLC
Position in PIPR — Piper Sandler Companies
CIK 1893159
PLYMOUTH, MN
Position in PIPR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,320,594
-$268,327 QoQ
Shares Held
32,079
-5.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#136
of 415 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $82,398,703 across 13 Capital Markets names. PIPR ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
42,867 | $43,354,397 | |
| 2 | MS |
Morgan Stanley
|
143,969 | $30,095,279 | |
| 3 | PIPR |
Piper Sandler Companies
This page
|
32,079 | $2,320,594 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
28,413 | $1,420,081 | |
| 5 | SCHW |
Schwab Charles Corp
|
14,950 | $1,379,436 | |
| 6 | OPY |
Oppenheimer Holdings Inc
|
11,376 | $1,200,623 | |
| 7 | EVR |
Evercore Inc.
|
2,013 | $687,318 | |
| 8 | SNEX |
StoneX Group Inc.
|
8,276 | $653,764 |
All Filings in PIPR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,594 | 32,079 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,588,921 | 33,820 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,879,042 | 8,475 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,938,658 | 8,469 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,297,423 | 4,668 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,267,327 | 9,155 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,744,542 | 9,150 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,596,861 | 9,150 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,106,055 | 9,150 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,816,183 | 9,150 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,635,034 | 9,350 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,373,179 | 9,450 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,221,507 | 9,450 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,309,864 | 9,450 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,197,748 | 9,200 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $953,134 | 9,100 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,031,576 | 9,100 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,194,375 | 9,100 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,606,590 | 9,000 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||