Rothwell Investment Advisors, LLC’s Piper Sandler PIPR Stock Holding History

Rothwell Investment Advisors, 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	$169K	Buy	+2,556	New	+$190K	0.09%	198

Other funds holding PIPR

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

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

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

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PIPR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Piper Sandler (PIPR) in Q3 2026: 2,556 shares worth $169K. The stake represents 0.09% of the portfolio and ranks #198 among its holdings.

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

Rothwell Investment Advisors, LLC held 2,556 shares of Piper Sandler worth $169K as of Q3 2026.
Piper Sandler was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Piper Sandler made up 0.09% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #198 holding.
170 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.