Bogart Wealth LLC’s Piper Sandler PIPR Stock Holding History

Bogart Wealth LLC’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	$23.1K	Hold	320	–	–	﹤0.01%	755
2026 Q1	$24.5K	Hold	320	–	–	﹤0.01%	671
2025 Q4	$27.2K	Hold	320	–	–	﹤0.01%	609
2025 Q3	$27.8K	Hold	320	–	–	﹤0.01%	583
2025 Q2	$22.2K	Hold	320	–	–	﹤0.01%	605
2025 Q1	$19.8K	Hold	320	–	–	﹤0.01%	585
2024 Q4	$24K	Hold	320	–	–	﹤0.01%	548
2024 Q3	$22.7K	Hold	320	–	–	﹤0.01%	535
2024 Q2	$18.4K	Hold	320	–	–	﹤0.01%	547
2024 Q1	$15.9K	Hold	320	–	–	﹤0.01%	554
2023 Q4	$14K	Hold	320	–	–	﹤0.01%	569
2023 Q3	$11.6K	Hold	320	–	–	﹤0.01%	565
2023 Q2	$10.3K	Hold	320	–	–	﹤0.01%	575
2023 Q1	$11.1K	Hold	320	–	–	﹤0.01%	568
2022 Q4	$10.4K	Buy	+320	New	+$10.5K	﹤0.01%	538

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

Bogart Wealth LLC's PIPR Position: Q2 2026 in Review

Bogart Wealth LLC held its Piper Sandler (PIPR) position steady in Q2 2026 at 320 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Bogart Wealth LLC first reported a position in PIPR in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.8K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Bogart Wealth LLC held 320 shares of Piper Sandler worth $23.1K as of Q2 2026.
Bogart Wealth LLC left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #755 holding.
Bogart Wealth LLC first reported a position in Piper Sandler in Q4 2022 and has held it in 15 quarters since.
Bogart Wealth LLC's Piper Sandler position peaked at $27.8K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.