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CVA Family Office’s Piper Sandler PIPR Stock Holding History

CVA Family Office’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 		$7.74K Buy
107
+7
+7% +$568 ﹤0.01% 1107
2026
Q1 		$7.66K Buy
100
+80
+400% +$6.57K ﹤0.01% 1086
2025
Q4 		$1.7K Hold
20
– – ﹤0.01% 1025
2025
Q3 		$1.74K Hold
20
– – ﹤0.01% 1028
2025
Q2 		$1.39K Sell
20
-16
-44% -$997 ﹤0.01% 1037
2025
Q1 		$2.23K Buy
36
+24
+200% +$1.72K ﹤0.01% 993
2024
Q4 		$900 Hold
12
– – ﹤0.01% 1112
2024
Q3 		$851 Hold
12
– – ﹤0.01% 1096
2024
Q2 		$691 Buy
+12
New +$615 ﹤0.01% 1124

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

CVA Family Office's PIPR Position: Q2 2026 in Review

CVA Family Office increased its Piper Sandler (PIPR) stake by 7% in Q2 2026, buying an estimated $568 and bringing the position to 107 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

CVA Family Office first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • CVA Family Office held 107 shares of Piper Sandler worth $7.74K as of Q2 2026.
  • CVA Family Office bought 7 Piper Sandler shares in Q2 2026, an estimated $568.
  • Piper Sandler made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1107 holding.
  • CVA Family Office first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.