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BOS Asset Management’s Piper Sandler PIPR Stock Holding History

BOS Asset 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
Q1 		– Sell
-2,484
Closed -$211K – 207
2025
Q4 		$211K Hold
2,484
– – 0.06% 184
2025
Q3 		$215K Buy
+2,484
New +$203K 0.06% 177
2025
Q2 		– Sell
-3,572
Closed -$221K – 184
2025
Q1 		$221K Hold
3,572
– – 0.08% 149
2024
Q4 		$268K Hold
3,572
– – 0.1% 129
2024
Q3 		$253K Hold
3,572
– – 0.09% 137
2024
Q2 		$206K Buy
+3,572
New +$183K 0.09% 146

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BOS Asset Management's PIPR Position: Q1 2026 in Review

BOS Asset Management sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 2,484 shares — an estimated $211K sold.

BOS Asset Management first reported a position in PIPR in Q2 2024 and held it in 6 quarters. The position peaked at $268K in Q4 2024. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • BOS Asset Management reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • BOS Asset Management sold 2,484 Piper Sandler shares in Q1 2026, an estimated $211K.
  • BOS Asset Management first reported a position in Piper Sandler in Q2 2024 and held it in 6 quarters.
  • BOS Asset Management's Piper Sandler position peaked at $268K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on BOS Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.