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