Financial Perspectives’s Piper Sandler PIPR Stock Holding History

Financial Perspectives’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	$29.8K	Hold	412	–	–	0.01%	408
2026 Q1	$31.5K	Hold	412	–	–	0.01%	381
2025 Q4	$35K	Hold	412	–	–	0.01%	359
2025 Q3	$35.7K	Hold	412	–	–	0.01%	357
2025 Q2	$28.6K	Hold	412	–	–	0.01%	376
2025 Q1	$25.5K	Hold	412	–	–	0.01%	377
2024 Q4	$30.9K	Hold	412	–	–	0.01%	354
2024 Q3	$29.2K	Hold	412	–	–	0.01%	339
2024 Q2	$23.7K	Hold	412	–	–	0.01%	362
2024 Q1	$20.4K	Hold	412	–	–	0.01%	376
2023 Q4	$18K	Hold	412	–	–	0.01%	392
2023 Q3	$15K	Hold	412	–	–	0.01%	394
2023 Q2	$13.3K	Hold	412	–	–	0.01%	419
2023 Q1	$14.3K	Hold	412	–	–	0.01%	406
2022 Q4	$13.4K	Hold	412	–	–	0.01%	407
2022 Q3	$10.8K	Hold	412	–	–	0.01%	428
2022 Q2	$11.7K	Hold	412	–	–	0.01%	420
2022 Q1	$13.5K	Hold	412	–	–	0.01%	421
2021 Q4	$18.4K	Hold	412	–	–	0.01%	365
2021 Q3	$14.3K	Hold	412	–	–	0.01%	401
2021 Q2	$13.3K	Hold	412	–	–	0.01%	433
2021 Q1	$11.3K	Sell	412 -16	-4%	-$424	0.01%	432
2020 Q4	$10.8K	Hold	428	–	–	0.01%	401
2020 Q3	$7.81K	Hold	428	–	–	0.01%	386
2020 Q2	$6.33K	Hold	428	–	–	﹤0.01%	388
2020 Q1	$5.41K	Hold	428	–	–	﹤0.01%	378
2019 Q4	$8.55K	Buy	+428	New	+$8.29K	0.01%	348

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Financial Perspectives's PIPR Position: Q2 2026 in Review

Financial Perspectives held its Piper Sandler (PIPR) position steady in Q2 2026 at 412 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #408.

Financial Perspectives first reported a position in PIPR in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.7K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Financial Perspectives held 412 shares of Piper Sandler worth $29.8K as of Q2 2026.
Financial Perspectives left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #408 holding.
Financial Perspectives first reported a position in Piper Sandler in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Piper Sandler position peaked at $35.7K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.