DiNuzzo Private Wealth’s Piper Sandler PIPR Stock Holding History

DiNuzzo Private Wealth’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 Q3	$6.2K	Sell	94 -2	-2%	-$149	﹤0.01%	373
2026 Q2	$6.94K	Buy	+96	New	+$7.78K	﹤0.01%	340
2026 Q1	–	Sell	-100	Closed	-$8.49K	–	1373
2025 Q4	$8.49K	Hold	100	–	–	﹤0.01%	296
2025 Q3	$8.34K	Hold	100	–	–	﹤0.01%	291
2025 Q2	$6.95K	Hold	100	–	–	﹤0.01%	313
2025 Q1	$6.19K	Hold	100	–	–	﹤0.01%	322
2024 Q4	$7.5K	Hold	100	–	–	﹤0.01%	280
2024 Q3	$7.1K	Buy	100 +76	+317%	+$4.97K	﹤0.01%	301
2024 Q2	$1.38K	Buy	24 +4	+20%	+$205	﹤0.01%	658
2024 Q1	$993	Hold	20	–	–	﹤0.01%	733
2023 Q4	$875	Buy	+20	New	+$761	﹤0.01%	758

Other funds holding PIPR

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

DiNuzzo Private Wealth's PIPR Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Piper Sandler (PIPR) stake by 2.1% in Q3 2026, selling an estimated $149 and leaving 94 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

DiNuzzo Private Wealth first reported a position in PIPR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.49K in Q4 2025. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

DiNuzzo Private Wealth held 94 shares of Piper Sandler worth $6.2K as of Q3 2026.
DiNuzzo Private Wealth sold 2 Piper Sandler shares in Q3 2026, an estimated $149.
Piper Sandler made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #373 holding.
DiNuzzo Private Wealth first reported a position in Piper Sandler in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Piper Sandler position peaked at $8.49K in Q4 2025.
35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.