Avion Wealth’s Piper Sandler PIPR Stock Holding History

Avion Wealth’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 Q1	$0	Hold	4	–	–	﹤0.01%	1514
2025 Q4	$0	Hold	4	–	–	﹤0.01%	1502
2025 Q3	$0	Hold	4	–	–	﹤0.01%	1464
2025 Q2	$0	Buy	+4	New	+$249	﹤0.01%	1503

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Avion Wealth's PIPR Position: Q1 2026 in Review

Avion Wealth held its Piper Sandler (PIPR) position steady in Q1 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Avion Wealth first reported a position in PIPR in Q2 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Avion Wealth held 4 shares of Piper Sandler worth $0 as of Q1 2026.
Avion Wealth left its Piper Sandler share count unchanged in Q1 2026.
Piper Sandler made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1514 holding.
Avion Wealth first reported a position in Piper Sandler in Q2 2025 and has held it in 4 quarters since.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.