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Essential Partners’s Piper Sandler PIPR Stock Holding History

Essential Partners’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 		$924 Buy
14
+6
+75% +$447 ﹤0.01% 2212
2026
Q2 		$579 Sell
8
-88
-92% -$7.14K ﹤0.01% 2438
2026
Q1 		$7.35K Buy
96
+88
+1,100% +$7.22K ﹤0.01% 1392
2025
Q4 		$679 Hold
8
– – ﹤0.01% 2150
2025
Q3 		$694 Hold
8
– – ﹤0.01% 2127
2025
Q2 		$556 Buy
+8
New +$498 ﹤0.01% 1669

Other funds holding PIPR

Annex Advisory Services
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NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's PIPR Position: Q3 2026 in Review

Essential Partners increased its Piper Sandler (PIPR) stake by 75% in Q3 2026, buying an estimated $447 and bringing the position to 14 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Essential Partners first reported a position in PIPR in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.35K in Q1 2026. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Essential Partners held 14 shares of Piper Sandler worth $924 as of Q3 2026.
  • Essential Partners bought 6 Piper Sandler shares in Q3 2026, an estimated $447.
  • Piper Sandler made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2212 holding.
  • Essential Partners first reported a position in Piper Sandler in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Piper Sandler position peaked at $7.35K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.