EWM
PIPR icon

Empirical Wealth Management’s Piper Sandler PIPR Stock Holding History

Empirical 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
Q1 		– Sell
-3,468
Closed -$295K – 1026
2025
Q4 		$295K Sell
3,468
-13,736
-80% -$1.16M 0.01% 703
2025
Q3 		$1.49M Buy
17,204
+1,056
+7% +$86.1K 0.03% 275
2025
Q2 		$1.12M Buy
16,148
+2,416
+18% +$151K 0.03% 298
2025
Q1 		$850K Buy
13,732
+3,468
+34% +$248K 0.02% 318
2024
Q4 		$770K Buy
10,264
+1,096
+12% +$85.3K 0.02% 309
2024
Q3 		$650K Buy
9,168
+3,528
+63% +$231K 0.02% 334
2024
Q2 		$325K Buy
5,640
+1,268
+29% +$65K 0.01% 441
2024
Q1 		$217K Buy
+4,372
New +$200K 0.01% 495

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return