Continuum Advisory’s Piper Sandler PIPR Stock Holding History

Continuum Advisory’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	$2.17K	Buy	+30	New	+$2.43K	﹤0.01%	1712
2025 Q2	–	Sell	-36	Closed	-$2.23K	–	1244
2025 Q1	$2.23K	Buy	36 +24	+200%	+$1.72K	﹤0.01%	1319
2024 Q4	$900	Hold	12	–	–	﹤0.01%	1638
2024 Q3	$994	Hold	12	–	–	﹤0.01%	1623
2024 Q2	$691	Hold	12	–	–	﹤0.01%	1543
2024 Q1	$639	Buy	+12	New	+$548	﹤0.01%	1560

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

Continuum Advisory's PIPR Position: Q2 2026 in Review

Continuum Advisory opened a new position in Piper Sandler (PIPR) in Q2 2026: 30 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in PIPR as recently as Q1 2025.

Continuum Advisory first reported a position in PIPR in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.23K in Q1 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Continuum Advisory held 30 shares of Piper Sandler worth $2.17K as of Q2 2026.
Piper Sandler was a new Continuum Advisory position in Q2 2026.
Piper Sandler made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1712 holding.
Continuum Advisory first reported a position in Piper Sandler in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Piper Sandler position peaked at $2.23K in Q1 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.