Action Point Financial Planning’s Piper Sandler PIPR Stock Holding History

Action Point Financial Planning’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	$2.53K	Buy	+36	New	+$2.92K	﹤0.01%	2146

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Action Point Financial Planning's PIPR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Piper Sandler (PIPR) in Q2 2026: 36 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #2146 among its holdings.

420 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Action Point Financial Planning held 36 shares of Piper Sandler worth $2.53K as of Q2 2026.
Piper Sandler was a new Action Point Financial Planning position in Q2 2026.
Piper Sandler made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2146 holding.
420 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.