ZWJ INVESTMENT COUNSEL INC PIPR — PIPER SANDLER COMPANIES

Ownership history in ZWJ INVESTMENT COUNSEL INC  ·  7 quarters on record

AI Ownership Summary

ZWJ INVESTMENT COUNSEL INC reported PIPER SANDLER COMPANIES (PIPR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows PIPR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PIPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZWJ INVESTMENT COUNSEL INC's position in PIPER SANDLER COMPANIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PIPR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PIPR stock page ZWJ INVESTMENT COUNSEL INC fund profile ZWJ INVESTMENT COUNSEL INC full holdings
How ZWJ INVESTMENT COUNSEL INC held PIPR — position size vs. price
% of Fund (quarterly)    PIPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,928 +574 +17.1% 0.01% $259K 2026-10-15 $64.57
2026 Q2 ADDED — — — 3,354 +306 +10.0% 0.01% $243K 2026-07-16 $77.45
2026 Q1 ADDED — — — 3,048 +2,286 +300.0% 0.01% $233K 2026-04-24 $86.34
2025 Q4 REDUCED — — — 762 -3 -0.4% 0.01% $259K 2026-01-23 $87.94
2025 Q3 REDUCED 15.0% +0.7% ❌ 765 -135 -15.0% 0.01% $265K 2025-10-15 $84.56
2025 Q2 ADDED — — — 900 +118 +15.1% 0.01% $250K 2025-07-21 $75.54
2024 Q3 INITIATED — — — 782 — — 0.01% $222K 2024-10-16 $72.16

🏢 Other funds also holding PIPR

As of 2026 Q3 — sorted by position size

Oliver Luxxe Assets LLC 3Y 7Y 0.26% NorthCrest Asset Manangement, LLC 3Y 0.05% Investors Research Corp 3Y 7Y 0.02% State of Alaska, Department of Revenue 3Y 7Y 0.02% MJT & Associates Financial Advisory Group, Inc. 0.01% Dakota Community Bank & Trust NA 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Nvest Wealth Strategies, Inc. 0.0% Atria Investments, Inc 3Y 7Y 0.0%

FAQ About ZWJ INVESTMENT COUNSEL INC and PIPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZWJ INVESTMENT COUNSEL INC reported owning PIPR?

ZWJ INVESTMENT COUNSEL INC reported PIPR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported PIPR position in ZWJ INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for PIPR was 0.01% in 2025 Q3.

What is the latest reported PIPR position on this page?

The most recent filing on this page is 2026 Q3, when ZWJ INVESTMENT COUNSEL INC reported 3,928 shares, equal to 0.01% of portfolio, with an estimated market value of $259K.

What does the chart on this PIPR ownership page compare?

The chart compares ZWJ INVESTMENT COUNSEL INC's quarterly PIPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ZWJ INVESTMENT COUNSEL INC time their PIPR position?

Based on 13F filing dates vs. subsequent PIPR price moves, ZWJ INVESTMENT COUNSEL INC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PIPR relative to SPY over the holding period was +324.3%.

← Back to ZWJ INVESTMENT COUNSEL INC Holdings