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Arete Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-6,544
Closed -$568K – 651
2025
Q3 		$568K Buy
6,544
+24
+0.4% +$1.96K 0.04% 398
2025
Q2 		$453K Buy
6,520
+1,716
+36% +$107K 0.03% 438
2025
Q1 		$297K Sell
4,804
-196
-4% -$14K 0.02% 536
2024
Q4 		$375K Buy
5,000
+584
+13% +$45.4K 0.03% 498
2024
Q3 		$310K Buy
+4,416
New +$289K 0.03% 514

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Arete Wealth Advisors's PIPR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 6,544 shares — an estimated $568K sold.

Arete Wealth Advisors first reported a position in PIPR in Q3 2024 and held it in 5 quarters. The position peaked at $568K in Q3 2025. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,544 Piper Sandler shares in Q4 2025, an estimated $568K.
  • Arete Wealth Advisors first reported a position in Piper Sandler in Q3 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Piper Sandler position peaked at $568K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.