Atria Investments’s Piper Sandler PIPR Stock Holding History

Atria Investments’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	$351K	Buy	4,857 +769	+19%	+$62.4K	﹤0.01%	1744
2026 Q1	$313K	Sell	4,088 -480	-11%	-$39.4K	﹤0.01%	1728
2025 Q4	$388K	Buy	4,568 +1,572	+52%	+$133K	﹤0.01%	1590
2025 Q3	$260K	Sell	2,996 -196	-6%	-$16K	﹤0.01%	1789
2025 Q2	$222K	Sell	3,192 -2,988	-48%	-$186K	﹤0.01%	1865
2025 Q1	$383K	Sell	6,180 -1,224	-17%	-$87.6K	﹤0.01%	1489
2024 Q4	$555K	Sell	7,404 -976	-12%	-$75.9K	0.01%	1274
2024 Q3	$595K	Sell	8,380 -964	-10%	-$63K	0.01%	1239
2024 Q2	$538K	Buy	+9,344	New	+$479K	0.01%	1265

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

Atria Investments's PIPR Position: Q2 2026 in Review

Atria Investments increased its Piper Sandler (PIPR) stake by 19% in Q2 2026, buying an estimated $62.4K and bringing the position to 4,857 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Atria Investments first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $595K in Q3 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Atria Investments held 4,857 shares of Piper Sandler worth $351K as of Q2 2026.
Atria Investments bought 769 Piper Sandler shares in Q2 2026, an estimated $62.4K.
Piper Sandler made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1744 holding.
Atria Investments first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Piper Sandler position peaked at $595K in Q3 2024.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.