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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return