EWA
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EverSource Wealth Advisors’s Piper Sandler PIPR Stock Holding History

EverSource Wealth Advisors’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 		$10.8K Sell
149
-201
-57% -$16.3K ﹤0.01% 2869
2026
Q1 		$26.8K Buy
350
+54
+18% +$4.43K ﹤0.01% 2318
2025
Q4 		$25.1K Buy
296
+140
+90% +$11.8K ﹤0.01% 2236
2025
Q3 		$13.5K Hold
156
– – ﹤0.01% 2637
2025
Q2 		$10.8K Sell
156
-56
-26% -$3.49K ﹤0.01% 2756
2025
Q1 		$13.1K Sell
212
-1,288
-86% -$92.2K ﹤0.01% 1951
2024
Q4 		$112K Buy
1,500
+348
+30% +$27.1K 0.01% 868
2024
Q3 		$81.7K Buy
1,152
+908
+372% +$59.4K 0.01% 868
2024
Q2 		$16.7K Buy
+244
New +$12.5K ﹤0.01% 1597
2023
Q1 		– Sell
-112
Closed -$3.67K – 2496
2022
Q4 		$3.67K Hold
112
– – ﹤0.01% 1715
2022
Q3 		$3K Sell
112
-52
-32% -$1.51K ﹤0.01% 1567
2022
Q2 		$5K Hold
164
– – ﹤0.01% 1282
2022
Q1 		$5K Hold
164
– – ﹤0.01% 1278
2021
Q4 		$7K Buy
+164
New +$6.97K ﹤0.01% 1129

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

EverSource Wealth Advisors's PIPR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Piper Sandler (PIPR) stake by 57% in Q2 2026, selling an estimated $16.3K and leaving 149 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

EverSource Wealth Advisors first reported a position in PIPR in Q4 2021 and has held it in 14 quarters since. The position peaked at $112K in Q4 2024. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • EverSource Wealth Advisors held 149 shares of Piper Sandler worth $10.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 201 Piper Sandler shares in Q2 2026, an estimated $16.3K.
  • Piper Sandler made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2869 holding.
  • EverSource Wealth Advisors first reported a position in Piper Sandler in Q4 2021 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Piper Sandler position peaked at $112K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.