Bartlett & Co Wealth Management’s Piper Sandler PIPR Stock Holding History

Bartlett & Co Wealth Management’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	$57.8K	Hold	744	–	–	﹤0.01%	656
2025 Q4	$63.2K	Hold	744	–	–	﹤0.01%	624
2025 Q3	$64.5K	Hold	744	–	–	﹤0.01%	626
2025 Q2	$51.7K	Hold	744	–	–	﹤0.01%	651
2025 Q1	$46.1K	Hold	744	–	–	﹤0.01%	663
2024 Q4	$55.8K	Hold	744	–	–	﹤0.01%	627
2024 Q3	$52.8K	Hold	744	–	–	﹤0.01%	645
2024 Q2	$42.8K	Hold	744	–	–	﹤0.01%	683
2024 Q1	$36.9K	Hold	744	–	–	﹤0.01%	708
2023 Q4	$32.8K	Hold	744	–	–	﹤0.01%	776
2023 Q3	$27K	Hold	744	–	–	﹤0.01%	757
2023 Q2	$24K	Hold	744	–	–	﹤0.01%	789
2023 Q1	$25.8K	Buy	744 +284	+62%	+$10.1K	﹤0.01%	667
2022 Q4	$15K	Hold	460	–	–	﹤0.01%	772
2022 Q3	$12K	Hold	460	–	–	﹤0.01%	794
2022 Q2	$13K	Hold	460	–	–	﹤0.01%	815
2022 Q1	$15.1K	Buy	+460	New	+$16.9K	﹤0.01%	770
2021 Q4	–	Sell	-8,220	Closed	-$285K	–	747
2021 Q3	$285K	Hold	8,220	–	–	0.01%	307
2021 Q2	$266K	Hold	8,220	–	–	0.01%	309
2021 Q1	$225K	Hold	8,220	–	–	﹤0.01%	323
2020 Q4	$207K	Hold	8,220	–	–	﹤0.01%	326
2020 Q3	$150K	Hold	8,220	–	–	﹤0.01%	334
2020 Q2	$122K	Hold	8,220	–	–	﹤0.01%	363
2020 Q1	$104K	Hold	8,220	–	–	﹤0.01%	366
2019 Q4	$164K	Sell	8,220 -36	-0.4%	-$697	﹤0.01%	356
2019 Q3	$156K	Buy	8,256 +36	+0.4%	+$671	﹤0.01%	351
2019 Q2	$153K	Hold	8,220	–	–	0.01%	279
2019 Q1	$150K	Hold	8,220	–	–	0.01%	275
2018 Q4	$135K	Hold	8,220	–	–	0.01%	282
2018 Q3	$157K	Hold	8,220	–	–	0.01%	279
2018 Q2	$158K	Hold	8,220	–	–	0.01%	274
2018 Q1	$171K	Buy	+8,220	New	+$182K	0.01%	263

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

Bartlett & Co Wealth Management's PIPR Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Piper Sandler (PIPR) position steady in Q1 2026 at 744 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Bartlett & Co Wealth Management first reported a position in PIPR in Q1 2018 and has held it in 32 quarters since. The position peaked at $285K in Q3 2021. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Bartlett & Co Wealth Management held 744 shares of Piper Sandler worth $57.8K as of Q1 2026.
Bartlett & Co Wealth Management left its Piper Sandler share count unchanged in Q1 2026.
Piper Sandler made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #656 holding.
Bartlett & Co Wealth Management first reported a position in Piper Sandler in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Piper Sandler position peaked at $285K in Q3 2021.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.