AssetMark Inc’s Piper Sandler PIPR Stock Holding History

AssetMark Inc’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	$699K	Buy	9,657 +264	+3%	+$21.4K	﹤0.01%	1155
2026 Q1	$719K	Sell	9,393 -1,179	-11%	-$96.7K	﹤0.01%	1095
2025 Q4	$898K	Sell	10,572 -532	-5%	-$44.9K	﹤0.01%	1038
2025 Q3	$963K	Buy	11,104 +10,968	+8,065%	+$894K	﹤0.01%	980
2025 Q2	$9.32K	Buy	136 +76	+127%	+$4.73K	﹤0.01%	1974
2025 Q1	$3.71K	Hold	60	–	–	﹤0.01%	2054
2024 Q4	$4.5K	Buy	60 +32	+114%	+$2.49K	﹤0.01%	1954
2024 Q3	$1.99K	Hold	28	–	–	﹤0.01%	1887
2024 Q2	$1.61K	Hold	28	–	–	﹤0.01%	1779
2024 Q1	$1.39K	Hold	28	–	–	﹤0.01%	1632
2023 Q4	$1.22K	Sell	28 -68	-71%	-$2.59K	﹤0.01%	1610
2023 Q3	$3.49K	Hold	96	–	–	﹤0.01%	1424
2023 Q2	$3.1K	Hold	96	–	–	﹤0.01%	1385
2023 Q1	$3.33K	Sell	96 -65,388	-100%	-$2.33M	﹤0.01%	1358
2022 Q4	$2.13M	Buy	65,484 +5,248	+9%	+$171K	0.01%	424
2022 Q3	$1.58M	Buy	60,236 +92	+0.2%	+$2.68K	0.01%	425
2022 Q2	$1.7M	Buy	60,144 +4,012	+7%	+$121K	0.01%	393
2022 Q1	$1.84M	Buy	+56,132	New	+$2.07M	0.01%	363
2018 Q1	–	Sell	-20	Closed	–	–	1840
2017 Q4	$0	Buy	+20	New	+$361	﹤0.01%	2065

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

AssetMark Inc's PIPR Position: Q2 2026 in Review

AssetMark Inc increased its Piper Sandler (PIPR) stake by 2.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 9,657 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

AssetMark Inc first reported a position in PIPR in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2022. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

AssetMark Inc held 9,657 shares of Piper Sandler worth $699K as of Q2 2026.
AssetMark Inc bought 264 Piper Sandler shares in Q2 2026, an estimated $21.4K.
Piper Sandler made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1155 holding.
AssetMark Inc first reported a position in Piper Sandler in Q4 2017 and has held it in 19 quarters since.
AssetMark Inc's Piper Sandler position peaked at $2.13M in Q4 2022.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.