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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
Q2 		$6.95K 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 		$8.35K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
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

DiNuzzo Private Wealth's PIPR Position: Q2 2026 in Review

DiNuzzo Private Wealth opened a new position in Piper Sandler (PIPR) in Q2 2026: 96 shares worth $6.95K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: DiNuzzo Private Wealth previously reported a position in PIPR as recently as Q4 2025.

DiNuzzo Private Wealth first reported a position in PIPR in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.49K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • DiNuzzo Private Wealth held 96 shares of Piper Sandler worth $6.95K as of Q2 2026.
  • Piper Sandler was a new DiNuzzo Private Wealth position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #340 holding.
  • DiNuzzo Private Wealth first reported a position in Piper Sandler in Q4 2023 and has held it in 10 quarters since.
  • DiNuzzo Private Wealth's Piper Sandler position peaked at $8.49K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.