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 Q2	$53.8K	Hold	744	–	–	﹤0.01%	724
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 $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

Bartlett & Co Wealth Management's PIPR Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Piper Sandler (PIPR) position steady in Q2 2026 at 744 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Bartlett & Co Wealth Management first reported a position in PIPR in Q1 2018 and has held it in 33 quarters since. The position peaked at $285K in Q3 2021. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Bartlett & Co Wealth Management held 744 shares of Piper Sandler worth $53.8K as of Q2 2026.
Bartlett & Co Wealth Management left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #724 holding.
Bartlett & Co Wealth Management first reported a position in Piper Sandler in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's Piper Sandler position peaked at $285K in Q3 2021.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.