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Basecamp Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Basecamp Wealth 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
-16
Closed -$1.23K – 1952
2026
Q1 		$1.23K Hold
16
– – ﹤0.01% 1510
2025
Q4 		$1.36K Buy
+16
New +$1.35K ﹤0.01% 1435

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
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

Basecamp Wealth Advisors's PIPR Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 16 shares — an estimated $1.23K sold.

Basecamp Wealth Advisors first reported a position in PIPR in Q4 2025 and held it in 2 quarters. The position peaked at $1.36K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 16 Piper Sandler shares in Q2 2026, an estimated $1.23K.
  • Basecamp Wealth Advisors first reported a position in Piper Sandler in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Piper Sandler position peaked at $1.36K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.