Global Financial Private Client’s Piper Sandler PIPR Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-32	Closed	-$1.98K	–	1224
2025 Q1	$1.98K	Buy	32 +12	+60%	+$859	﹤0.01%	866
2024 Q4	$1.5K	Buy	20 +4	+25%	+$311	﹤0.01%	744
2024 Q3	$1.14K	Hold	16	–	–	﹤0.01%	750
2024 Q2	$921	Hold	16	–	–	﹤0.01%	623
2024 Q1	$789	Hold	16	–	–	﹤0.01%	654
2023 Q4	$699	Hold	16	–	–	﹤0.01%	646
2023 Q3	$573	Hold	16	–	–	﹤0.01%	642
2023 Q2	$526	Hold	16	–	–	﹤0.01%	645
2023 Q1	$547	Hold	16	–	–	﹤0.01%	649
2022 Q4	$521	Hold	16	–	–	﹤0.01%	642
2022 Q3	$433	Hold	16	–	–	﹤0.01%	622
2022 Q2	$448	Hold	16	–	–	﹤0.01%	617
2022 Q1	$525	Hold	16	–	–	﹤0.01%	627
2021 Q4	$714	Hold	16	–	–	﹤0.01%	606
2021 Q3	$569	Hold	16	–	–	﹤0.01%	568
2021 Q2	$521	Hold	16	–	–	﹤0.01%	577
2021 Q1	$450	Hold	16	–	–	﹤0.01%	554
2020 Q4	$404	Hold	16	–	–	﹤0.01%	540
2020 Q3	$294	Hold	16	–	–	﹤0.01%	456
2020 Q2	$230	Hold	16	–	–	﹤0.01%	501
2020 Q1	$190	Hold	16	–	–	﹤0.01%	523
2019 Q4	$320	Buy	+16	New	+$310	﹤0.01%	534

Other funds holding PIPR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Global Financial Private Client's PIPR Position: Q2 2025 in Review

Global Financial Private Client sold out of Piper Sandler (PIPR) in Q2 2025, closing a stake of 32 shares — an estimated $1.98K sold.

Global Financial Private Client first reported a position in PIPR in Q4 2019 and held it in 22 quarters. The position peaked at $1.98K in Q1 2025. 357 funds tracked by Wall St. Rank hold PIPR as of Q2 2025.

Global Financial Private Client reported no remaining Piper Sandler position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 32 Piper Sandler shares in Q2 2025, an estimated $1.98K.
Global Financial Private Client first reported a position in Piper Sandler in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Piper Sandler position peaked at $1.98K in Q1 2025.
357 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.