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Gilpin Wealth Management’s Piper Sandler PIPR Stock Holding History

Gilpin 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
2026
Q3 		$660 Buy
10
+4
+67% +$298 ﹤0.01% 761
2026
Q2 		$435 Sell
6
-2
-25% -$162 ﹤0.01% 722
2026
Q1 		$613 Buy
8
+4
+100% +$328 ﹤0.01% 560
2025
Q4 		$340 Buy
+4
New +$338 ﹤0.01% 519

Other funds holding PIPR

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gilpin Wealth Management's PIPR Position: Q3 2026 in Review

Gilpin Wealth Management increased its Piper Sandler (PIPR) stake by 67% in Q3 2026, buying an estimated $298 and bringing the position to 10 shares worth $660. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Gilpin Wealth Management first reported a position in PIPR in Q4 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of Piper Sandler worth $660 as of Q3 2026.
  • Gilpin Wealth Management bought 4 Piper Sandler shares in Q3 2026, an estimated $298.
  • Piper Sandler made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #761 holding.
  • Gilpin Wealth Management first reported a position in Piper Sandler in Q4 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.