AWM
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Abound Wealth Management’s Piper Sandler PIPR Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-8
Closed -$579 – 1515
2026
Q1 		$579 Hold
8
– – ﹤0.01% 1044
2025
Q4 		$643 Buy
8
+4
+100% +$338 ﹤0.01% 935
2025
Q3 		$347 Hold
4
– – ﹤0.01% 977
2025
Q2 		$278 Hold
4
– – ﹤0.01% 939
2025
Q1 		$248 Hold
4
– – ﹤0.01% 919
2024
Q4 		$300 Hold
4
– – ﹤0.01% 895
2024
Q3 		$284 Sell
4
-4
-50% -$262 ﹤0.01% 992
2024
Q2 		$461 Hold
8
– – ﹤0.01% 849
2024
Q1 		$397 Hold
8
– – ﹤0.01% 1001
2023
Q4 		$350 Hold
8
– – ﹤0.01% 1089
2023
Q3 		$291 Hold
8
– – ﹤0.01% 1021
2023
Q2 		$259 Buy
+8
New +$264 ﹤0.01% 1109

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Abound Wealth Management's PIPR Position: Q2 2026 in Review

Abound Wealth Management sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 8 shares — an estimated $579 sold.

Abound Wealth Management first reported a position in PIPR in Q2 2023 and held it in 12 quarters. The position peaked at $643 in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Abound Wealth Management reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 8 Piper Sandler shares in Q2 2026, an estimated $579.
  • Abound Wealth Management first reported a position in Piper Sandler in Q2 2023 and held it in 12 quarters.
  • Abound Wealth Management's Piper Sandler position peaked at $643 in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.