AAS
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Annex Advisory Services’s Piper Sandler PIPR Stock Holding History

Annex Advisory Services’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 		$1.99M Buy
27,455
+683
+3% +$55.4K 0.03% 157
2026
Q1 		$2.05M Buy
26,772
+4,928
+23% +$404K 0.04% 150
2025
Q4 		$1.86M Buy
+21,844
New +$1.84M 0.04% 158

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

Annex Advisory Services's PIPR Position: Q2 2026 in Review

Annex Advisory Services increased its Piper Sandler (PIPR) stake by 2.6% in Q2 2026, buying an estimated $55.4K and bringing the position to 27,455 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #157.

Annex Advisory Services first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Annex Advisory Services held 27,455 shares of Piper Sandler worth $1.99M as of Q2 2026.
  • Annex Advisory Services bought 683 Piper Sandler shares in Q2 2026, an estimated $55.4K.
  • Piper Sandler made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #157 holding.
  • Annex Advisory Services first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Annex Advisory Services's Piper Sandler position peaked at $2.05M in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.