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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Empirical Wealth Management's PIPR Position: Q1 2026 in Review

Empirical Wealth Management sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 3,468 shares — an estimated $295K sold.

Empirical Wealth Management first reported a position in PIPR in Q1 2024 and held it in 8 quarters. The position peaked at $1.49M in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Empirical Wealth Management reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 3,468 Piper Sandler shares in Q1 2026, an estimated $295K.
Empirical Wealth Management first reported a position in Piper Sandler in Q1 2024 and held it in 8 quarters.
Empirical Wealth Management's Piper Sandler position peaked at $1.49M in Q3 2025.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.