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FullCircle Wealth’s Piper Sandler PIPR Stock Holding History

FullCircle 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
2025
Q3 		$240K Buy
2,940
+4
+0.1% +$326 0.08% 236
2025
Q2 		$236K Buy
+2,936
New +$183K 0.09% 236

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

FullCircle Wealth's PIPR Position: Q3 2025 in Review

FullCircle Wealth increased its Piper Sandler (PIPR) stake by 0.14% in Q3 2025, buying an estimated $326 and bringing the position to 2,940 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #236.

FullCircle Wealth first reported a position in PIPR in Q2 2025 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

  • FullCircle Wealth held 2,940 shares of Piper Sandler worth $240K as of Q3 2025.
  • FullCircle Wealth bought 4 Piper Sandler shares in Q3 2025, an estimated $326.
  • Piper Sandler made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #236 holding.
  • FullCircle Wealth first reported a position in Piper Sandler in Q2 2025 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.