Charles Schwab’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.4M | Buy |
861,940
+2,478
| +0.3% | +$201K | 0.01% | 1089 |
|
|
2026
Q1 | $65.8M | Buy |
859,462
+20,234
| +2% | +$1.66M | 0.01% | 973 |
|
|
2025
Q4 | $71.3M | Buy |
839,228
+348
| +0% | +$29.4K | 0.01% | 925 |
|
|
2025
Q3 | $72.8M | Buy |
838,880
+30,620
| +4% | +$2.5M | 0.01% | 905 |
|
|
2025
Q2 | $56.2M | Buy |
808,260
+3,968
| +0.5% | +$247K | 0.01% | 1026 |
|
|
2025
Q1 | $49.8M | Sell |
804,292
-15,424
| -2% | -$1.1M | 0.01% | 1073 |
|
|
2024
Q4 | $61.5M | Sell |
819,716
-1,188
| -0.1% | -$92.4K | 0.01% | 980 |
|
|
2024
Q3 | $58.2M | Buy |
820,904
+10,756
| +1% | +$703K | 0.01% | 1019 |
|
|
2024
Q2 | $46.6M | Buy |
810,148
+27,428
| +4% | +$1.41M | 0.01% | 1134 |
|
|
2024
Q1 | $38.8M | Buy |
782,720
+33,480
| +4% | +$1.53M | 0.01% | 1194 |
|
|
2023
Q4 | $32.8M | Buy |
749,240
+26,608
| +4% | +$1.01M | 0.01% | 1281 |
|
|
2023
Q3 | $26.3M | Buy |
722,632
+47,388
| +7% | +$1.71M | 0.01% | 1319 |
|
|
2023
Q2 | $21.8M | Buy |
675,244
+41,048
| +6% | +$1.36M | 0.01% | 1429 |
|
|
2023
Q1 | $22M | Buy |
634,196
+6,340
| +1% | +$226K | 0.01% | 1397 |
|
|
2022
Q4 | $20.4M | Buy |
627,856
+14,064
| +2% | +$459K | 0.01% | 1429 |
|
|
2022
Q3 | $16.1M | Sell |
613,792
-48,940
| -7% | -$1.43M | 0.01% | 1534 |
|
|
2022
Q2 | $18.8M | Buy |
662,732
+97,580
| +17% | +$2.95M | 0.01% | 1455 |
|
|
2022
Q1 | $18.5M | Buy |
565,152
+5,020
| +0.9% | +$185K | 0.01% | 1606 |
|
|
2021
Q4 | $25M | Buy |
560,132
+3,200
| +0.6% | +$136K | 0.01% | 1398 |
|
|
2021
Q3 | $19.3M | Buy |
556,932
+4,608
| +0.8% | +$154K | 0.01% | 1619 |
|
|
2021
Q2 | $17.9M | Buy |
552,324
+23,332
| +4% | +$715K | 0.01% | 1663 |
|
|
2021
Q1 | $14.5M | Buy |
528,992
+11,136
| +2% | +$295K | 0.01% | 1744 |
|
|
2020
Q4 | $13.1M | Buy |
517,856
+2,456
| +0.5% | +$55.7K | 0.01% | 1694 |
|
|
2020
Q3 | $9.41M | Sell |
515,400
-32,592
| -6% | -$556K | ﹤0.01% | 1743 |
|
|
2020
Q2 | $8.11M | Sell |
547,992
-63,760
| -10% | -$898K | ﹤0.01% | 1774 |
|
|
2020
Q1 | $7.74M | Buy |
611,752
+115,416
| +23% | +$2.06M | ﹤0.01% | 1607 |
|
|
2019
Q4 | $9.92M | Buy |
496,336
+3,680
| +0.7% | +$71.3K | 0.01% | 1671 |
|
|
2019
Q3 | $9.3M | Buy |
492,656
+11,680
| +2% | +$218K | 0.01% | 1646 |
|
|
2019
Q2 | $8.93M | Sell |
480,976
-10,768
| -2% | -$204K | 0.01% | 1663 |
|
|
2019
Q1 | $8.95M | Buy |
491,744
+59,880
| +14% | +$1.06M | 0.01% | 1669 |
|
|
2018
Q4 | $7.11M | Buy |
431,864
+25,000
| +6% | +$436K | 0.01% | 1680 |
|
|
2018
Q3 | $7.77M | Buy |
406,864
+72,072
| +22% | +$1.38M | 0.01% | 1794 |
|
|
2018
Q2 | $6.43M | Buy |
334,792
+44,224
| +15% | +$866K | ﹤0.01% | 1866 |
|
|
2018
Q1 | $6.03M | Sell |
290,568
-372
| -0.1% | -$8.23K | ﹤0.01% | 1841 |
|
|
2017
Q4 | $6.27M | Buy |
290,940
+6,284
| +2% | +$113K | 0.01% | 1796 |
|
|
2017
Q3 | $4.22M | Buy |
284,656
+15,460
| +6% | +$228K | ﹤0.01% | 1962 |
|
|
2017
Q2 | $4.04M | Buy |
269,196
+3,056
| +1% | +$46.1K | ﹤0.01% | 1930 |
|
|
2017
Q1 | $4.25M | Buy |
266,140
+13,608
| +5% | +$241K | ﹤0.01% | 1850 |
|
|
2016
Q4 | $4.58M | Buy |
252,532
+12,668
| +5% | +$200K | 0.01% | 1802 |
|
|
2016
Q3 | $2.9M | Buy |
239,864
+10,952
| +5% | +$119K | ﹤0.01% | 1950 |
|
|
2016
Q2 | $2.16M | Buy |
228,912
+16,840
| +8% | +$179K | ﹤0.01% | 2035 |
|
|
2016
Q1 | $2.63M | Sell |
212,072
-6,716
| -3% | -$68K | ﹤0.01% | 1900 |
|
|
2015
Q4 | $2.21M | Sell |
218,788
-11,116
| -5% | -$107K | ﹤0.01% | 2025 |
|
|
2015
Q3 | $2.08M | Buy |
229,904
+13,396
| +6% | +$138K | ﹤0.01% | 2043 |
|
|
2015
Q2 | $2.36M | Buy |
216,508
+18,188
| +9% | +$227K | ﹤0.01% | 1997 |
|
|
2015
Q1 | $2.6M | Buy |
198,320
+9,460
| +5% | +$128K | ﹤0.01% | 1908 |
|
|
2014
Q4 | $2.74M | Buy |
188,860
+556
| +0.3% | +$7.63K | ﹤0.01% | 1829 |
|
|
2014
Q3 | $2.46M | Sell |
188,304
-4,088
| -2% | -$54.5K | ﹤0.01% | 1842 |
|
|
2014
Q2 | $2.49M | Sell |
192,392
-280
| -0.1% | -$3.15K | ﹤0.01% | 1872 |
|
|
2014
Q1 | $2.21M | Buy |
192,672
+5,508
| +3% | +$56K | ﹤0.01% | 1901 |
|
|
2013
Q4 | $1.85M | Buy |
187,164
+7,476
| +4% | +$68.2K | ﹤0.01% | 1963 |
|
|
2013
Q3 | $1.55M | Buy |
179,688
+8,548
| +5% | +$72K | ﹤0.01% | 1992 |
|
|
2013
Q2 | $1.36M | Buy |
+171,140
| New | +$1.44M | ﹤0.01% | 1977 |
|
Other funds holding PIPR
NRCM
WHG
Charles Schwab's PIPR Position: Q2 2026 in Review
Charles Schwab increased its Piper Sandler (PIPR) stake by 0.29% in Q2 2026, buying an estimated $201K and bringing the position to 861,940 shares worth $62.4M. The position accounts for 0.01% of the portfolio, ranked #1089.
Charles Schwab first reported a position in PIPR in Q2 2013 and has held it in 53 quarters since. The position peaked at $72.8M in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.
- Charles Schwab held 861,940 shares of Piper Sandler worth $62.4M as of Q2 2026.
- Charles Schwab bought 2,478 Piper Sandler shares in Q2 2026, an estimated $201K.
- Piper Sandler made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1089 holding.
- Charles Schwab first reported a position in Piper Sandler in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Piper Sandler position peaked at $72.8M in Q3 2025.
- 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.