Clearstead Trust’s Piper Sandler PIPR Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-24	Closed	-$2.08K	–	1389
2025 Q3	$2.08K	Hold	24	–	–	﹤0.01%	980
2025 Q2	$1.67K	Buy	+24	New	+$1.5K	﹤0.01%	1002

Other funds holding PIPR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Clearstead Trust's PIPR Position: Q4 2025 in Review

Clearstead Trust sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 24 shares — an estimated $2.08K sold.

Clearstead Trust first reported a position in PIPR in Q2 2025 and held it in 2 quarters. The position peaked at $2.08K in Q3 2025. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

Clearstead Trust reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 24 Piper Sandler shares in Q4 2025, an estimated $2.08K.
Clearstead Trust first reported a position in Piper Sandler in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Piper Sandler position peaked at $2.08K in Q3 2025.
417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.