Creative Financial Designs’s Piper Sandler PIPR Stock Holding History

Creative Financial Designs’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	$3.18K	Hold	44	–	–	﹤0.01%	1819
2026 Q1	$3.37K	Hold	44	–	–	﹤0.01%	1682
2025 Q4	$3.74K	Hold	44	–	–	﹤0.01%	1577
2025 Q3	$3.82K	Hold	44	–	–	﹤0.01%	1587
2025 Q2	$3.06K	Sell	44 -16	-27%	-$997	﹤0.01%	1613
2025 Q1	$3.71K	Buy	60 +16	+36%	+$1.15K	﹤0.01%	1546
2024 Q4	$3.3K	Hold	44	–	–	﹤0.01%	1501
2024 Q3	$3.12K	Hold	44	–	–	﹤0.01%	1471
2024 Q2	$2.53K	Hold	44	–	–	﹤0.01%	1457
2024 Q1	$2.18K	Hold	44	–	–	﹤0.01%	1475
2023 Q4	$1.92K	Buy	+44	New	+$1.67K	﹤0.01%	1432

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

Creative Financial Designs's PIPR Position: Q2 2026 in Review

Creative Financial Designs held its Piper Sandler (PIPR) position steady in Q2 2026 at 44 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Creative Financial Designs first reported a position in PIPR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.82K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Creative Financial Designs held 44 shares of Piper Sandler worth $3.18K as of Q2 2026.
Creative Financial Designs left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1819 holding.
Creative Financial Designs first reported a position in Piper Sandler in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's Piper Sandler position peaked at $3.82K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.