Focus Partners Wealth’s Piper Sandler PIPR Stock Holding History

Focus Partners Wealth’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 Q1	–	Sell	-2,932	Closed	-$249K	–	2789
2025 Q4	$249K	Buy	+2,932	New	+$248K	﹤0.01%	2328

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Focus Partners Wealth's PIPR Position: Q1 2026 in Review

Focus Partners Wealth sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 2,932 shares — an estimated $249K sold.

Focus Partners Wealth first reported a position in PIPR in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Focus Partners Wealth reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
Focus Partners Wealth sold 2,932 Piper Sandler shares in Q1 2026, an estimated $249K.
Focus Partners Wealth first reported a position in Piper Sandler in Q4 2025 and held it in 1 quarter.
Focus Partners Wealth's Piper Sandler position peaked at $249K in Q4 2025.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.