Bay Harbor Wealth Management’s Piper Sandler PIPR Stock Holding History

Bay Harbor 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	$940	Buy	13 +9	+225%	+$730	﹤0.01%	893
2026 Q1	$306	Sell	4 -4	-50%	-$328	﹤0.01%	1097
2025 Q4	$679	Buy	8 +4	+100%	+$338	﹤0.01%	739
2025 Q3	$346	Hold	4	–	–	﹤0.01%	862
2025 Q2	$277	Hold	4	–	–	﹤0.01%	822
2025 Q1	$247	Buy	+4	New	+$286	﹤0.01%	609

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

Bay Harbor Wealth Management's PIPR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Piper Sandler (PIPR) stake by 225% in Q2 2026, buying an estimated $730 and bringing the position to 13 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Bay Harbor Wealth Management 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.

Bay Harbor Wealth Management held 13 shares of Piper Sandler worth $940 as of Q2 2026.
Bay Harbor Wealth Management bought 9 Piper Sandler shares in Q2 2026, an estimated $730.
Piper Sandler made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #893 holding.
Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.