AW
PIPR icon

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
Q3 		– Sell
-4
Closed – – 1629
2026
Q2 		$0 Hold
4
– – ﹤0.01% 1663
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Avion Wealth's PIPR Position: Q3 2026 in Review

Avion Wealth sold out of Piper Sandler (PIPR) in Q3 2026, closing a stake of 4 shares.

Avion Wealth first reported a position in PIPR in Q2 2025 and held it in 5 quarters. The position peaked at $0 in Q2 2026. 170 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Avion Wealth reported no remaining Piper Sandler position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 4 Piper Sandler shares in Q3 2026.
  • Avion Wealth first reported a position in Piper Sandler in Q2 2025 and held it in 5 quarters.
  • Avion Wealth's Piper Sandler position peaked at $0 in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.