Allworth Financial
PIPR icon

Allworth Financial’s Piper Sandler PIPR Stock Holding History

Allworth Financial’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 		$90.4K Sell
1,250
-240
-16% -$19.5K ﹤0.01% 2009
2026
Q1 		$114K Buy
1,490
+222
+18% +$18.2K ﹤0.01% 1756
2025
Q4 		$108K Buy
1,268
+220
+21% +$18.6K ﹤0.01% 1704
2025
Q3 		$90.9K Buy
1,048
+32
+3% +$2.61K ﹤0.01% 1739
2025
Q2 		$70.6K Hold
1,016
– – ﹤0.01% 1736
2025
Q1 		$60K Buy
1,016
+108
+12% +$7.73K ﹤0.01% 1470
2024
Q4 		$69.9K Buy
908
+640
+239% +$49.8K ﹤0.01% 1427
2024
Q3 		$19K Hold
268
– – ﹤0.01% 1946
2024
Q2 		$17.3K Buy
268
+56
+26% +$2.87K ﹤0.01% 1970
2024
Q1 		$10.5K Buy
212
+96
+83% +$4.39K ﹤0.01% 2089
2023
Q4 		$5.07K Buy
116
+100
+625% +$3.8K ﹤0.01% 2274
2023
Q3 		$582 Sell
16
-132
-89% -$4.77K ﹤0.01% 3006
2023
Q2 		$4.79K Hold
148
– – ﹤0.01% 2118
2023
Q1 		$5.13K Buy
148
+80
+118% +$2.85K ﹤0.01% 2024
2022
Q4 		$2.21K Buy
68
+64
+1,600% +$2.09K ﹤0.01% 2207
2022
Q3 		$0 Sell
4
-804
-100% -$23.4K ﹤0.01% 2998
2022
Q2 		$23K Buy
808
+800
+10,000% +$24.2K ﹤0.01% 1188
2022
Q1 		$0 Buy
+8
New +$295 ﹤0.01% 2314
2017
Q1 		– Sell
-108
Closed -$2K – 804
2016
Q4 		$2K Hold
108
– – ﹤0.01% 591
2016
Q3 		$1K Hold
108
– – ﹤0.01% 655
2016
Q2 		$1K Hold
108
– – ﹤0.01% 608
2016
Q1 		$1K Hold
108
– – ﹤0.01% 585
2015
Q4 		$1K Hold
108
– – ﹤0.01% 594
2015
Q3 		$1K Hold
108
– – ﹤0.01% 590
2015
Q2 		$1K Sell
108
-44
-29% -$549 ﹤0.01% 576
2015
Q1 		$2K Buy
+152
New +$2.06K ﹤0.01% 539

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 $3.38T AUM 44.17% 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
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Allworth Financial's PIPR Position: Q2 2026 in Review

Allworth Financial reduced its Piper Sandler (PIPR) stake by 16% in Q2 2026, selling an estimated $19.5K and leaving 1,250 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Allworth Financial first reported a position in PIPR in Q1 2015 and has held it in 26 quarters since. The position peaked at $114K in Q1 2026. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Allworth Financial held 1,250 shares of Piper Sandler worth $90.4K as of Q2 2026.
  • Allworth Financial sold 240 Piper Sandler shares in Q2 2026, an estimated $19.5K.
  • Piper Sandler made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2009 holding.
  • Allworth Financial first reported a position in Piper Sandler in Q1 2015 and has held it in 26 quarters since.
  • Allworth Financial's Piper Sandler position peaked at $114K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.