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PIPR icon

Covestor’s Piper Sandler PIPR Stock Holding History

Covestor’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 		$35K Buy
479
+218
+84% +$17.7K 0.02% 954
2026
Q1 		$20K Sell
261
-303
-54% -$24.9K 0.01% 1116
2025
Q4 		$48K Sell
564
-88
-13% -$7.43K 0.03% 925
2025
Q3 		$57K Buy
652
+92
+16% +$7.5K 0.03% 849
2025
Q2 		$39K Sell
560
-236
-30% -$14.7K 0.02% 996
2025
Q1 		$49K Buy
796
+644
+424% +$46.1K 0.03% 854
2024
Q4 		$12K Buy
+152
New +$11.8K 0.01% 1439
2024
Q3 		– Sell
-196
Closed -$12.8K – 2619
2024
Q2 		$11K Sell
196
-20
-9% -$1.02K 0.01% 1480
2024
Q1 		$11K Buy
216
+212
+5,300% +$9.69K 0.01% 1526
2023
Q4 		$0 Hold
4
– – ﹤0.01% 2570
2023
Q3 		$0 Hold
4
– – ﹤0.01% 2559
2023
Q2 		$0 Sell
4
-188
-98% -$6.21K ﹤0.01% 2514
2023
Q1 		$7K Sell
192
-3,592
-95% -$128K 0.01% 1479
2022
Q4 		$123K Buy
3,784
+3,684
+3,684% +$120K 0.1% 301
2022
Q3 		$3K Buy
100
+72
+257% +$2.1K ﹤0.01% 1637
2022
Q2 		$1K Sell
28
-4
-13% -$121 ﹤0.01% 1780
2022
Q1 		$1K Sell
32
-8
-20% -$295 ﹤0.01% 1916
2021
Q4 		$2K Buy
+40
New +$1.7K ﹤0.01% 1567

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

Covestor's PIPR Position: Q2 2026 in Review

Covestor increased its Piper Sandler (PIPR) stake by 84% in Q2 2026, buying an estimated $17.7K and bringing the position to 479 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #954.

Covestor first reported a position in PIPR in Q4 2021 and has held it in 18 quarters since. The position peaked at $123K in Q4 2022. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Covestor held 479 shares of Piper Sandler worth $35K as of Q2 2026.
  • Covestor bought 218 Piper Sandler shares in Q2 2026, an estimated $17.7K.
  • Piper Sandler made up 0.02% of Covestor's portfolio in Q2 2026, its #954 holding.
  • Covestor first reported a position in Piper Sandler in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Piper Sandler position peaked at $123K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.