Advisors Asset Management’s Piper Sandler PIPR Stock Holding History

Advisors Asset 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	$115K	Buy	1,594 +398	+33%	+$32.3K	﹤0.01%	1238
2026 Q1	$91.6K	Buy	1,196 +444	+59%	+$36.4K	﹤0.01%	1246
2025 Q4	$63.9K	Buy	752 +372	+98%	+$31.4K	﹤0.01%	1289
2025 Q3	$33K	Buy	+380	New	+$31K	﹤0.01%	1323
2020 Q3	–	Sell	-4,816	Closed	-$71.2K	–	1574
2020 Q2	$71.2K	Sell	4,816 -1,544	-24%	-$21.8K	﹤0.01%	1358
2020 Q1	$80.4K	Sell	6,360 -356	-5%	-$6.34K	﹤0.01%	1263
2019 Q4	$134K	Sell	6,716 -148	-2%	-$2.87K	﹤0.01%	1281
2019 Q3	$130K	Sell	6,864 -192	-3%	-$3.58K	﹤0.01%	1258
2019 Q2	$131K	Sell	7,056 -288	-4%	-$5.44K	﹤0.01%	1257
2019 Q1	$134K	Sell	7,344 -28	-0.4%	-$497	﹤0.01%	1269
2018 Q4	$121K	Buy	7,372 +768	+12%	+$13.4K	﹤0.01%	1313
2018 Q3	$126K	Buy	+6,604	New	+$127K	﹤0.01%	1319

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

Advisors Asset Management's PIPR Position: Q2 2026 in Review

Advisors Asset Management increased its Piper Sandler (PIPR) stake by 33% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,594 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Advisors Asset Management first reported a position in PIPR in Q3 2018 and has held it in 12 quarters since. The position peaked at $134K in Q4 2019. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Advisors Asset Management held 1,594 shares of Piper Sandler worth $115K as of Q2 2026.
Advisors Asset Management bought 398 Piper Sandler shares in Q2 2026, an estimated $32.3K.
Piper Sandler made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1238 holding.
Advisors Asset Management first reported a position in Piper Sandler in Q3 2018 and has held it in 12 quarters since.
Advisors Asset Management's Piper Sandler position peaked at $134K in Q4 2019.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.