Arkadios Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Arkadios 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
2026 Q2	$246K	Buy	3,398 +47	+1%	+$3.81K	﹤0.01%	1522
2026 Q1	$257K	Buy	3,351 +83	+3%	+$6.81K	﹤0.01%	1438
2025 Q4	$277K	Buy	+3,268	New	+$276K	0.01%	1278
2021 Q3	–	Sell	-120	Closed	-$3K	–	2008
2021 Q2	$3K	Buy	120 +4	+3%	+$123	﹤0.01%	1826
2021 Q1	$3K	Hold	116	–	–	﹤0.01%	1476
2020 Q4	$2K	Buy	+116	New	+$2.63K	﹤0.01%	1266

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

Arkadios Wealth Advisors's PIPR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Piper Sandler (PIPR) stake by 1.4% in Q2 2026, buying an estimated $3.81K and bringing the position to 3,398 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Arkadios Wealth Advisors first reported a position in PIPR in Q4 2020 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Arkadios Wealth Advisors held 3,398 shares of Piper Sandler worth $246K as of Q2 2026.
Arkadios Wealth Advisors bought 47 Piper Sandler shares in Q2 2026, an estimated $3.81K.
Piper Sandler made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1522 holding.
Arkadios Wealth Advisors first reported a position in Piper Sandler in Q4 2020 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Piper Sandler position peaked at $277K in Q4 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.