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FSA Wealth Management’s Piper Sandler PIPR Stock Holding History

FSA Wealth 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
2025
Q3 		$14.2K Hold
164
– – 0.01% 273
2025
Q2 		$11.4K Hold
164
– – ﹤0.01% 276
2025
Q1 		$10.2K Hold
164
– – ﹤0.01% 269
2024
Q4 		$12.3K Hold
164
– – 0.01% 278
2024
Q3 		$11.6K Buy
+164
New +$10.7K ﹤0.01% 292
2024
Q1 		$8.14K Hold
164
– – ﹤0.01% 361
2023
Q4 		$7K Buy
+164
New +$6.24K ﹤0.01% 375
2020
Q3 		– Sell
-164
Closed -$2K – 271
2020
Q2 		$2K Hold
164
– – ﹤0.01% 366
2020
Q1 		$2K Hold
164
– – ﹤0.01% 357
2019
Q4 		$3K Buy
+164
New +$3.18K ﹤0.01% 426

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FSA Wealth Management's PIPR Position: Q3 2025 in Review

FSA Wealth Management held its Piper Sandler (PIPR) position steady in Q3 2025 at 164 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #273.

FSA Wealth Management first reported a position in PIPR in Q4 2019 and has held it in 10 quarters since. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

  • FSA Wealth Management held 164 shares of Piper Sandler worth $14.2K as of Q3 2025.
  • FSA Wealth Management left its Piper Sandler share count unchanged in Q3 2025.
  • Piper Sandler made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #273 holding.
  • FSA Wealth Management first reported a position in Piper Sandler in Q4 2019 and has held it in 10 quarters since.
  • 382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.