D.A. Davidson & Co’s Piper Sandler PIPR Stock Holding History

D.A. Davidson & Co’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	$1.65M	Buy	22,786 +742	+3%	+$60.2K	0.01%	795
2026 Q1	$1.69M	Buy	22,044 +3,340	+18%	+$274K	0.01%	750
2025 Q4	$1.59M	Sell	18,704 -64	-0.3%	-$5.41K	0.01%	740
2025 Q3	$1.63M	Buy	18,768 +3,280	+21%	+$267K	0.01%	715
2025 Q2	$1.08M	Buy	+15,488	New	+$965K	0.01%	793
2022 Q1	–	Sell	-5,408	Closed	-$241K	–	1318
2021 Q4	$241K	Buy	+5,408	New	+$230K	﹤0.01%	1130
2017 Q3	–	Sell	-84	Closed	-$1K	–	1749
2017 Q2	$1K	Sell	84 -4,008	-98%	-$60.5K	﹤0.01%	2335
2017 Q1	$65K	Hold	4,092	–	–	﹤0.01%	1415
2016 Q4	$74K	Hold	4,092	–	–	﹤0.01%	1437
2016 Q3	$49K	Hold	4,092	–	–	﹤0.01%	1531
2016 Q2	$38K	Hold	4,092	–	–	﹤0.01%	1516
2016 Q1	$50K	Buy	4,092 +84	+2%	+$851	﹤0.01%	1389
2015 Q4	$40K	Hold	4,008	–	–	﹤0.01%	1483
2015 Q3	$36K	Buy	+4,008	New	+$41.2K	﹤0.01%	1495

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

D.A. Davidson & Co's PIPR Position: Q2 2026 in Review

D.A. Davidson & Co increased its Piper Sandler (PIPR) stake by 3.4% in Q2 2026, buying an estimated $60.2K and bringing the position to 22,786 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #795.

D.A. Davidson & Co first reported a position in PIPR in Q3 2015 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

D.A. Davidson & Co held 22,786 shares of Piper Sandler worth $1.65M as of Q2 2026.
D.A. Davidson & Co bought 742 Piper Sandler shares in Q2 2026, an estimated $60.2K.
Piper Sandler made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #795 holding.
D.A. Davidson & Co first reported a position in Piper Sandler in Q3 2015 and has held it in 14 quarters since.
D.A. Davidson & Co's Piper Sandler position peaked at $1.69M in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.