Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,608,737
+$827,424 QoQ
Shares Held
77,533
+24.1% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#83
of 416 holders
Holding Since
Sep 2024
8 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, 2026CRAWFORD INVESTMENT COUNSEL INC holds $113,997,222 across 6 Capital Markets names. PIPR ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
956,633 | $88,268,526 | |
| 2 | LAZ |
Lazard, Inc.
|
398,595 | $16,717,074 | |
| 3 | PIPR |
Piper Sandler Companies
This page
|
77,533 | $5,608,737 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,630 | $1,585,858 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
9,596 | $1,287,111 | |
| 6 | MS |
Morgan Stanley
|
2,535 | $529,916 |
All Filings in PIPR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,608,737 | 77,533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,781,313 | 62,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,823,882 | 14,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,753,763 | 13,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,641,598 | 16,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,049,241 | 16,350 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,827,362 | 12,760 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,841,505 | 10,012 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||