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Birchwood Financial Partners’s Piper Sandler PIPR Stock Holding History

Birchwood Financial Partners’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 		$10.7K Hold
148
– – 0.01% 270
2026
Q1 		$11.3K Hold
148
– – 0.01% 270
2025
Q4 		$12.6K Buy
+148
New +$12.5K 0.01% 263

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

Birchwood Financial Partners's PIPR Position: Q2 2026 in Review

Birchwood Financial Partners held its Piper Sandler (PIPR) position steady in Q2 2026 at 148 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #270.

Birchwood Financial Partners first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.6K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Birchwood Financial Partners held 148 shares of Piper Sandler worth $10.7K as of Q2 2026.
  • Birchwood Financial Partners left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #270 holding.
  • Birchwood Financial Partners first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Piper Sandler position peaked at $12.6K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.