Bare Financial Services’s Piper Sandler PIPR Stock Holding History

Bare Financial 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
2026 Q2	$16.1K	Buy	222 +49	+28%	+$3.97K	﹤0.01%	370
2026 Q1	$13.2K	Buy	173 +49	+40%	+$4.02K	﹤0.01%	222
2025 Q4	$10.5K	Buy	124 +8	+7%	+$676	﹤0.01%	232
2025 Q3	$10.1K	Buy	116 +12	+12%	+$979	﹤0.01%	235
2025 Q2	$7.23K	Buy	104 +76	+271%	+$4.73K	﹤0.01%	286
2025 Q1	$1.73K	Buy	+28	New	+$2K	﹤0.01%	322

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

Bare Financial Services's PIPR Position: Q2 2026 in Review

Bare Financial Services increased its Piper Sandler (PIPR) stake by 28% in Q2 2026, buying an estimated $3.97K and bringing the position to 222 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Bare Financial Services first reported a position in PIPR in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Bare Financial Services held 222 shares of Piper Sandler worth $16.1K as of Q2 2026.
Bare Financial Services bought 49 Piper Sandler shares in Q2 2026, an estimated $3.97K.
Piper Sandler made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #370 holding.
Bare Financial Services first reported a position in Piper Sandler in Q1 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.