Choreo LLC’s Piper Sandler PIPR Stock Holding History

Choreo LLC’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	$325K	Buy	4,487 +128	+3%	+$10.4K	﹤0.01%	1258
2026 Q1	$334K	Sell	4,359 -81	-2%	-$6.65K	﹤0.01%	1181
2025 Q4	$381K	Sell	4,440 -60	-1%	-$5.07K	﹤0.01%	1065
2025 Q3	$390K	Buy	4,500 +180	+4%	+$14.7K	0.01%	1062
2025 Q2	$300K	Sell	4,320 -96	-2%	-$5.98K	﹤0.01%	1172
2025 Q1	$273K	Buy	4,416 +68	+2%	+$4.87K	﹤0.01%	1142
2024 Q4	$324K	Sell	4,348 -2,136	-33%	-$166K	﹤0.01%	1146
2024 Q3	$458K	Buy	6,484 +1,848	+40%	+$121K	0.01%	959
2024 Q2	$269K	Buy	+4,636	New	+$238K	﹤0.01%	1144

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Choreo LLC's PIPR Position: Q2 2026 in Review

Choreo LLC increased its Piper Sandler (PIPR) stake by 2.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,487 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Choreo LLC first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $458K in Q3 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Choreo LLC held 4,487 shares of Piper Sandler worth $325K as of Q2 2026.
Choreo LLC bought 128 Piper Sandler shares in Q2 2026, an estimated $10.4K.
Piper Sandler made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1258 holding.
Choreo LLC first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
Choreo LLC's Piper Sandler position peaked at $458K in Q3 2024.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.