Farther Finance Advisors’s Piper Sandler PIPR Stock Holding History

Farther Finance 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 Q3	$618K	Buy	9,361 +925	+11%	+$68.9K	﹤0.01%	1431
2026 Q2	$610K	Sell	8,436 -156	-2%	-$12.7K	﹤0.01%	1412
2026 Q1	$658K	Sell	8,592 -1,496	-15%	-$123K	0.01%	1215
2025 Q4	$857K	Buy	10,088 +1,240	+14%	+$105K	0.01%	975
2025 Q3	$768K	Buy	8,848 +524	+6%	+$42.7K	0.01%	862
2025 Q2	$578K	Sell	8,324 -1,152	-12%	-$71.8K	0.01%	842
2025 Q1	$596K	Buy	9,476 +3,912	+70%	+$280K	0.02%	710
2024 Q4	$417K	Buy	5,564 +20	+0.4%	+$1.56K	0.02%	659
2024 Q3	$393K	Buy	5,544 +20	+0.4%	+$1.31K	0.01%	691
2024 Q2	$320K	Buy	5,524 +88	+2%	+$4.51K	0.02%	649
2024 Q1	$268K	Buy	5,436 +5,392	+12,255%	+$246K	0.02%	588
2023 Q4	$1.92K	Sell	44 -8	-15%	-$304	﹤0.01%	2443
2023 Q3	$1.89K	Hold	52	–	–	﹤0.01%	1879
2023 Q2	$1.68K	Hold	52	–	–	﹤0.01%	1819
2023 Q1	$1.8K	Hold	52	–	–	﹤0.01%	1676
2022 Q4	$1.69K	Buy	+52	New	+$1.7K	﹤0.01%	1510

Other funds holding PIPR

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's PIPR Position: Q3 2026 in Review

Farther Finance Advisors increased its Piper Sandler (PIPR) stake by 11% in Q3 2026, buying an estimated $68.9K and bringing the position to 9,361 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Farther Finance Advisors first reported a position in PIPR in Q4 2022 and has held it in 16 quarters since. The position peaked at $857K in Q4 2025. 21 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

Farther Finance Advisors held 9,361 shares of Piper Sandler worth $618K as of Q3 2026.
Farther Finance Advisors bought 925 Piper Sandler shares in Q3 2026, an estimated $68.9K.
Piper Sandler made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1431 holding.
Farther Finance Advisors first reported a position in Piper Sandler in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's Piper Sandler position peaked at $857K in Q4 2025.
21 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.