Destination Wealth Management’s Piper Sandler PIPR Stock Holding History

Destination Wealth Management’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	$431K	Buy	5,960 +4	+0.1%	+$324	0.01%	235
2026 Q1	$456K	Sell	5,956 -52	-0.9%	-$4.27K	0.01%	217
2025 Q4	$510K	Hold	6,008	–	–	0.01%	195
2025 Q3	$521K	Hold	6,008	–	–	0.01%	173
2025 Q2	$417K	Buy	6,008 +52	+0.9%	+$3.24K	0.01%	193
2025 Q1	$369K	Buy	5,956 +12	+0.2%	+$859	0.01%	192
2024 Q4	$446K	Sell	5,944 -2,248	-27%	-$175K	0.01%	168
2024 Q3	$581K	Hold	8,192	–	–	0.02%	148
2024 Q2	$471K	Hold	8,192	–	–	0.02%	153
2024 Q1	$407K	Hold	8,192	–	–	0.01%	154
2023 Q4	$358K	Hold	8,192	–	–	0.01%	160
2023 Q3	$298K	Hold	8,192	–	–	0.01%	163
2023 Q2	$265K	Hold	8,192	–	–	0.01%	175
2023 Q1	$284K	Hold	8,192	–	–	0.01%	176
2022 Q4	$267K	Hold	8,192	–	–	0.01%	177
2022 Q3	$215K	Buy	+8,192	New	+$239K	0.01%	181

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

Destination Wealth Management's PIPR Position: Q2 2026 in Review

Destination Wealth Management increased its Piper Sandler (PIPR) stake by 0.07% in Q2 2026, buying an estimated $324 and bringing the position to 5,960 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #235.

Destination Wealth Management first reported a position in PIPR in Q3 2022 and has held it in 16 quarters since. The position peaked at $581K in Q3 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Destination Wealth Management held 5,960 shares of Piper Sandler worth $431K as of Q2 2026.
Destination Wealth Management bought 4 Piper Sandler shares in Q2 2026, an estimated $324.
Piper Sandler made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #235 holding.
Destination Wealth Management first reported a position in Piper Sandler in Q3 2022 and has held it in 16 quarters since.
Destination Wealth Management's Piper Sandler position peaked at $581K in Q3 2024.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.