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Cornerstone Planning Group’s Piper Sandler PIPR Stock Holding History

Cornerstone Planning Group’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 		– Sell
-7
Closed -$563 – 1926
2026
Q1 		$563 Buy
+7
New +$574 ﹤0.01% 1612
2024
Q1 		– Sell
-40
Closed -$1.75K – 1173
2023
Q4 		$1.75K Hold
40
– – ﹤0.01% 657
2023
Q3 		$1.45K Hold
40
– – ﹤0.01% 724
2023
Q2 		$1.29K Buy
+40
New +$1.32K ﹤0.01% 1291
2022
Q4 		$1.37K Buy
+40
New +$1.31K ﹤0.01% 1286

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

Cornerstone Planning Group's PIPR Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 7 shares — an estimated $563 sold.

Cornerstone Planning Group first reported a position in PIPR in Q4 2022 and held it in 5 quarters. The position peaked at $1.75K in Q4 2023. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 Piper Sandler shares in Q2 2026, an estimated $563.
  • Cornerstone Planning Group first reported a position in Piper Sandler in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's Piper Sandler position peaked at $1.75K in Q4 2023.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.