Position in PIPR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,781,313
+$3,575,343 QoQ
Shares Held
62,460
+339.9% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026CRAWFORD INVESTMENT COUNSEL INC holds $117,249,220 across 6 Capital Markets names. PIPR ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
986,317 | $92,694,071 | |
| 2 | LAZ |
Lazard, Inc.
|
385,702 | $16,384,620 | |
| 3 | PIPR |
Piper Sandler Companies
This page
|
62,460 | $4,781,313 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,130 | $1,543,257 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
9,506 | $1,365,251 | |
| 6 | MS |
Morgan Stanley
|
2,921 | $480,708 |
All Filings in PIPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,781,313 | 62,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,205,970 | 14,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,188,440 | 13,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,160,399 | 16,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,012,310 | 16,350 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $956,840 | 12,760 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $710,376 | 10,012 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||