CFFP
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Center for Financial Planning’s Piper Sandler PIPR Stock Holding History

Center for Financial Planning’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
2025
Q2 		– Sell
-16
Closed -$991 – 698
2025
Q1 		$991 Hold
16
– – ﹤0.01% 639
2024
Q4 		$1.2K Buy
+16
New +$1.25K ﹤0.01% 589

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Center for Financial Planning's PIPR Position: Q2 2025 in Review

Center for Financial Planning sold out of Piper Sandler (PIPR) in Q2 2025, closing a stake of 16 shares — an estimated $991 sold.

Center for Financial Planning first reported a position in PIPR in Q4 2024 and held it in 2 quarters. The position peaked at $1.2K in Q4 2024. 357 funds tracked by Wall St. Rank hold PIPR as of Q2 2025.

  • Center for Financial Planning reported no remaining Piper Sandler position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 16 Piper Sandler shares in Q2 2025, an estimated $991.
  • Center for Financial Planning first reported a position in Piper Sandler in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Piper Sandler position peaked at $1.2K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.