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Greenline Wealth Management’s Piper Sandler PIPR Stock Holding History

Greenline 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
Q1 		– Sell
-700
Closed -$59.6K – 390
2025
Q4 		$59.6K Buy
+700
New +$59.1K 0.06% 183

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Greenline Wealth Management's PIPR Position: Q1 2026 in Review

Greenline Wealth Management sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 700 shares — an estimated $59.6K sold.

Greenline Wealth Management first reported a position in PIPR in Q4 2025 and held it in 1 quarter. The position peaked at $59.6K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Greenline Wealth Management reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 700 Piper Sandler shares in Q1 2026, an estimated $59.6K.
  • Greenline Wealth Management first reported a position in Piper Sandler in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Piper Sandler position peaked at $59.6K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.