Corient Private Wealth
PIPR icon

Corient Private Wealth’s Piper Sandler PIPR Stock Holding History

Corient Private Wealth’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 		$248K Sell
3,427
-30,933
-90% -$2.51M ﹤0.01% 2678
2026
Q1 		$2.63M Buy
34,360
+29,552
+615% +$2.42M ﹤0.01% 1120
2025
Q4 		$408K Buy
4,808
+688
+17% +$58.1K ﹤0.01% 1977
2025
Q3 		$357K Buy
4,120
+616
+18% +$50.2K ﹤0.01% 2007
2025
Q2 		$243K Sell
3,504
-12
-0.3% -$748 ﹤0.01% 2115
2025
Q1 		$218K Sell
3,516
-128
-4% -$9.16K ﹤0.01% 2023
2024
Q4 		$273K Sell
3,644
-60
-2% -$4.67K ﹤0.01% 1946
2024
Q3 		$263K Sell
3,704
-204
-5% -$13.3K ﹤0.01% 2072
2024
Q2 		$225K Buy
+3,908
New +$200K ﹤0.01% 2063

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

Corient Private Wealth's PIPR Position: Q2 2026 in Review

Corient Private Wealth reduced its Piper Sandler (PIPR) stake by 90% in Q2 2026, selling an estimated $2.51M and leaving 3,427 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Corient Private Wealth first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Corient Private Wealth held 3,427 shares of Piper Sandler worth $248K as of Q2 2026.
  • Corient Private Wealth sold 30,933 Piper Sandler shares in Q2 2026, an estimated $2.51M.
  • Piper Sandler made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2678 holding.
  • Corient Private Wealth first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's Piper Sandler position peaked at $2.63M in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.