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Forum Financial Management’s Piper Sandler PIPR Stock Holding History

Forum Financial Management’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
-2,644
Closed -$225K – 806
2025
Q4 		$225K Hold
2,644
– – ﹤0.01% 905
2025
Q3 		$229K Buy
+2,644
New +$216K ﹤0.01% 890

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Forum Financial Management's PIPR Position: Q1 2026 in Review

Forum Financial Management sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 2,644 shares — an estimated $225K sold.

Forum Financial Management first reported a position in PIPR in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Forum Financial Management reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,644 Piper Sandler shares in Q1 2026, an estimated $225K.
  • Forum Financial Management first reported a position in Piper Sandler in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Piper Sandler position peaked at $229K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.