Cerity Partners
PIPR icon

Cerity Partners’s Piper Sandler PIPR Stock Holding History

Cerity 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 		$3.42M Buy
47,211
+5,545
+13% +$450K ﹤0.01% 1294
2026
Q1 		$3.19M Sell
41,666
-47,398
-53% -$3.89M ﹤0.01% 1225
2025
Q4 		$7.56M Buy
89,064
+43,460
+95% +$3.67M 0.01% 764
2025
Q3 		$3.96M Sell
45,604
-4,084
-8% -$333K 0.01% 969
2025
Q2 		$3.45M Sell
49,688
-900
-2% -$56.1K 0.01% 978
2025
Q1 		$3.13M Sell
50,588
-8,760
-15% -$627K 0.01% 927
2024
Q4 		$4.21M Sell
59,348
-4,892
-8% -$381K 0.01% 780
2024
Q3 		$4.56M Buy
64,240
+11,276
+21% +$737K 0.01% 730
2024
Q2 		$3.05M Sell
52,964
-5,760
-10% -$295K 0.01% 753
2024
Q1 		$2.91M Buy
58,724
+53,744
+1,079% +$2.46M 0.01% 825
2023
Q4 		$218K Buy
+4,980
New +$189K ﹤0.01% 1680

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

Cerity Partners's PIPR Position: Q2 2026 in Review

Cerity Partners increased its Piper Sandler (PIPR) stake by 13% in Q2 2026, buying an estimated $450K and bringing the position to 47,211 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Cerity Partners first reported a position in PIPR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.56M in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Cerity Partners held 47,211 shares of Piper Sandler worth $3.42M as of Q2 2026.
  • Cerity Partners bought 5,545 Piper Sandler shares in Q2 2026, an estimated $450K.
  • Piper Sandler made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1294 holding.
  • Cerity Partners first reported a position in Piper Sandler in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Piper Sandler position peaked at $7.56M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.