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Cape Investment Advisory’s Piper Sandler PIPR Stock Holding History

Cape Investment Advisory’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 		$1.74K Buy
+24
New +$1.95K ﹤0.01% 1260
2026
Q1 		– Sell
-20
Closed -$1.7K – 918
2025
Q4 		$1.7K Hold
20
– – ﹤0.01% 1128
2025
Q3 		$1.74K Buy
+20
New +$1.63K ﹤0.01% 695
2024
Q1 		– Sell
-28
Closed -$1.22K – 1110
2023
Q4 		$1.22K Buy
+28
New +$1.06K ﹤0.01% 989

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

Cape Investment Advisory's PIPR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Piper Sandler (PIPR) in Q2 2026: 24 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PIPR as recently as Q4 2025.

Cape Investment Advisory first reported a position in PIPR in Q4 2023 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Cape Investment Advisory held 24 shares of Piper Sandler worth $1.74K as of Q2 2026.
  • Piper Sandler was a new Cape Investment Advisory position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1260 holding.
  • Cape Investment Advisory first reported a position in Piper Sandler in Q4 2023 and has held it in 4 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.