Ballast Advisors’s Piper Sandler PIPR Stock Holding History

Ballast Advisors’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	–	Sell	-120	Closed	-$9.19K	–	337
2026 Q1	$9.19K	Buy	+120	New	+$9.85K	﹤0.01%	313

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

Ballast Advisors's PIPR Position: Q2 2026 in Review

Ballast Advisors sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 120 shares — an estimated $9.19K sold.

Ballast Advisors first reported a position in PIPR in Q1 2026 and held it in 1 quarter. The position peaked at $9.19K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Ballast Advisors reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 120 Piper Sandler shares in Q2 2026, an estimated $9.19K.
Ballast Advisors first reported a position in Piper Sandler in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Piper Sandler position peaked at $9.19K in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.