Beacon Pointe Advisors’s Piper Sandler PIPR Stock Holding History

Beacon Pointe 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
2025 Q3	–	Sell	-154,216	Closed	-$10.7M	–	1495
2025 Q2	$10.7M	Hold	154,216	–	–	0.11%	165
2025 Q1	$9.55M	Buy	154,216 +32,132	+26%	+$2.3M	0.11%	178
2024 Q4	$9.15M	Hold	122,084	–	–	0.1%	179
2024 Q3	$8.66M	Hold	122,084	–	–	0.1%	181
2024 Q2	$7.03M	Sell	122,084 -79,996	-40%	-$4.1M	0.08%	210
2024 Q1	$10M	Sell	202,080 -46,752	-19%	-$2.14M	0.11%	178
2023 Q4	$10.9M	Hold	248,832	–	–	0.13%	158
2023 Q3	$9.04M	Buy	+248,832	New	+$8.99M	0.11%	173
2022 Q1	–	Sell	-72,360	Closed	-$3.23M	–	1225
2021 Q4	$3.23M	Buy	+72,360	New	+$3.07M	0.08%	187
2021 Q3	–	Sell	-73,192	Closed	-$2.37M	–	956
2021 Q2	$2.37M	Buy	+73,192	New	+$2.24M	0.08%	193

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beacon Pointe Advisors's PIPR Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Piper Sandler (PIPR) in Q3 2025, closing a stake of 154,216 shares — an estimated $10.7M sold.

Beacon Pointe Advisors first reported a position in PIPR in Q2 2021 and held it in 10 quarters. The position peaked at $10.9M in Q4 2023. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

Beacon Pointe Advisors reported no remaining Piper Sandler position as of Q3 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 154,216 Piper Sandler shares in Q3 2025, an estimated $10.7M.
Beacon Pointe Advisors first reported a position in Piper Sandler in Q2 2021 and held it in 10 quarters.
Beacon Pointe Advisors's Piper Sandler position peaked at $10.9M in Q4 2023.
382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.