Bell Investment Advisors’s Piper Sandler PIPR Stock Holding History

Bell Investment 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	$6.37K	Hold	88	–	–	﹤0.01%	884
2026 Q1	$6.74K	Hold	88	–	–	﹤0.01%	836
2025 Q4	$7.47K	Hold	88	–	–	﹤0.01%	810
2025 Q3	$7.63K	Sell	88 -12	-12%	-$979	﹤0.01%	742
2025 Q2	$6.95K	Sell	100 -16	-14%	-$997	﹤0.01%	829
2025 Q1	$7.18K	Buy	116 +16	+16%	+$1.15K	﹤0.01%	739
2024 Q4	$7.5K	Hold	100	–	–	﹤0.01%	725
2024 Q3	$7.1K	Hold	100	–	–	﹤0.01%	766
2024 Q2	$5.75K	Buy	100 +12	+14%	+$615	﹤0.01%	851
2024 Q1	$4.37K	Hold	88	–	–	﹤0.01%	998
2023 Q4	$3.85K	Hold	88	–	–	﹤0.01%	1010
2023 Q3	$3.2K	Hold	88	–	–	﹤0.01%	1049
2023 Q2	$2.84K	Hold	88	–	–	﹤0.01%	1119
2023 Q1	$3.05K	Sell	88 -148	-63%	-$5.27K	﹤0.01%	1037
2022 Q4	$7.68K	Buy	236 +104	+79%	+$3.4K	﹤0.01%	590
2022 Q3	$3K	Buy	132 +20	+18%	+$582	﹤0.01%	965
2022 Q2	$3K	Buy	+112	New	+$3.38K	﹤0.01%	1000
2021 Q4	$6K	Buy	+124	New	+$5.27K	﹤0.01%	703

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

Bell Investment Advisors's PIPR Position: Q2 2026 in Review

Bell Investment Advisors held its Piper Sandler (PIPR) position steady in Q2 2026 at 88 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Bell Investment Advisors first reported a position in PIPR in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.68K in Q4 2022. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Bell Investment Advisors held 88 shares of Piper Sandler worth $6.37K as of Q2 2026.
Bell Investment Advisors left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #884 holding.
Bell Investment Advisors first reported a position in Piper Sandler in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Piper Sandler position peaked at $7.68K in Q4 2022.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.