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Clearstead Advisors’s Piper Sandler PIPR Stock Holding History

Clearstead Advisors’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 		$12.1K Buy
+167
New +$13.5K ﹤0.01% 1925
2026
Q1 		– Sell
-88
Closed -$7.47K – 2699
2025
Q4 		$7.47K Hold
88
– – ﹤0.01% 1945
2025
Q3 		$7.63K Sell
88
-12
-12% -$979 ﹤0.01% 2007
2025
Q2 		$6.95K Buy
+100
New +$6.23K ﹤0.01% 2011

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

Clearstead Advisors's PIPR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Piper Sandler (PIPR) in Q2 2026: 167 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PIPR as recently as Q4 2025.

Clearstead Advisors first reported a position in PIPR in Q2 2025 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Clearstead Advisors held 167 shares of Piper Sandler worth $12.1K as of Q2 2026.
  • Piper Sandler was a new Clearstead Advisors position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1925 holding.
  • Clearstead Advisors first reported a position in Piper Sandler in Q2 2025 and has held it in 4 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.