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

Avantax 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
2025
Q2 		$509K Buy
7,332
+2,164
+42% +$135K ﹤0.01% 1569
2025
Q1 		$320K Buy
5,168
+100
+2% +$7.16K ﹤0.01% 1790
2024
Q4 		$380K Sell
5,068
-124
-2% -$9.65K ﹤0.01% 1629
2024
Q3 		$368K Buy
5,192
+176
+4% +$11.5K ﹤0.01% 1618
2024
Q2 		$289K Buy
+5,016
New +$257K ﹤0.01% 1722

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's PIPR Position: Q2 2025 in Review

Avantax Advisory Services increased its Piper Sandler (PIPR) stake by 42% in Q2 2025, buying an estimated $135K and bringing the position to 7,332 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Avantax Advisory Services first reported a position in PIPR in Q2 2024 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold PIPR as of Q2 2025.

  • Avantax Advisory Services held 7,332 shares of Piper Sandler worth $509K as of Q2 2025.
  • Avantax Advisory Services bought 2,164 Piper Sandler shares in Q2 2025, an estimated $135K.
  • Piper Sandler made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1569 holding.
  • Avantax Advisory Services first reported a position in Piper Sandler in Q2 2024 and has held it in 5 quarters since.
  • 357 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.