Superior Planning, LLC’s Piper Sandler PIPR Stock Holding History

Superior Planning, LLC’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17K	Buy	+258	New	+$19.2K	0.01%	752

Other funds holding PIPR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's PIPR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Piper Sandler (PIPR) in Q3 2026: 258 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings.

272 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

Superior Planning, LLC held 258 shares of Piper Sandler worth $17K as of Q3 2026.
Piper Sandler was a new Superior Planning, LLC position in Q3 2026.
Piper Sandler made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #752 holding.
272 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.