Envestnet Portfolio Solutions
PIPR icon

Envestnet Portfolio Solutions’s Piper Sandler PIPR Stock Holding History

Envestnet Portfolio Solutions’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 		$776K Buy
10,728
+853
+9% +$69.2K ﹤0.01% 807
2026
Q1 		$756K Sell
9,875
-2,201
-18% -$181K ﹤0.01% 740
2025
Q4 		$1.03M Sell
12,076
-64
-0.5% -$5.41K ﹤0.01% 749
2025
Q3 		$1.05M Sell
12,140
-868
-7% -$70.8K ﹤0.01% 717
2025
Q2 		$904K Buy
13,008
+4,948
+61% +$308K ﹤0.01% 826
2025
Q1 		$499K Buy
8,060
+840
+12% +$60.1K ﹤0.01% 1049
2024
Q4 		$541K Buy
7,220
+704
+11% +$54.8K ﹤0.01% 1209
2024
Q3 		$462K Buy
6,516
+160
+3% +$10.5K ﹤0.01% 1247
2024
Q2 		$366K Sell
6,356
-108
-2% -$5.53K ﹤0.01% 1271
2024
Q1 		$321K Sell
6,464
-400
-6% -$18.3K ﹤0.01% 1324
2023
Q4 		$300K Buy
6,864
+368
+6% +$14K ﹤0.01% 1289
2023
Q3 		$236K Buy
+6,496
New +$235K ﹤0.01% 1352

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

Envestnet Portfolio Solutions's PIPR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Piper Sandler (PIPR) stake by 8.6% in Q2 2026, buying an estimated $69.2K and bringing the position to 10,728 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Envestnet Portfolio Solutions first reported a position in PIPR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,728 shares of Piper Sandler worth $776K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 853 Piper Sandler shares in Q2 2026, an estimated $69.2K.
  • Piper Sandler made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #807 holding.
  • Envestnet Portfolio Solutions first reported a position in Piper Sandler in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Piper Sandler position peaked at $1.05M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.