DHJJ Financial Advisors’s Piper Sandler PIPR Stock Holding History

DHJJ Financial Advisors’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	$56.4K	Hold	780	–	–	0.02%	399
2026 Q1	$59.7K	Hold	780	–	–	0.02%	369
2025 Q4	$66.2K	Hold	780	–	–	0.02%	339
2025 Q3	$67.7K	Hold	780	–	–	0.02%	318
2025 Q2	$54.2K	Sell	780 -8	-1%	-$498	0.02%	335
2025 Q1	$48.8K	Hold	788	–	–	0.02%	316
2024 Q4	$59.1K	Hold	788	–	–	0.02%	285
2024 Q3	$55.9K	Hold	788	–	–	0.02%	287
2024 Q2	$45.3K	Hold	788	–	–	0.02%	282
2024 Q1	$39.1K	Hold	788	–	–	0.02%	294
2023 Q4	$34.5K	Hold	788	–	–	0.02%	300
2023 Q3	$28.6K	Buy	+788	New	+$28.5K	0.01%	309

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

DHJJ Financial Advisors's PIPR Position: Q2 2026 in Review

DHJJ Financial Advisors held its Piper Sandler (PIPR) position steady in Q2 2026 at 780 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #399.

DHJJ Financial Advisors first reported a position in PIPR in Q3 2023 and has held it in 12 quarters since. The position peaked at $67.7K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

DHJJ Financial Advisors held 780 shares of Piper Sandler worth $56.4K as of Q2 2026.
DHJJ Financial Advisors left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #399 holding.
DHJJ Financial Advisors first reported a position in Piper Sandler in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Piper Sandler position peaked at $67.7K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.