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HB Wealth Management’s Piper Sandler PIPR Stock Holding History

HB 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
Q2 		$302K Buy
4,175
+262
+7% +$21.2K ﹤0.01% 1375
2026
Q1 		$300K Buy
3,913
+97
+3% +$7.96K ﹤0.01% 1235
2025
Q4 		$324K Buy
3,816
+444
+13% +$37.5K ﹤0.01% 1103
2025
Q3 		$293K Buy
+3,372
New +$275K ﹤0.01% 1088
2025
Q2 		– Sell
-3,340
Closed -$207K – 1265
2025
Q1 		$207K Buy
+3,340
New +$239K ﹤0.01% 1127

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

HB Wealth Management's PIPR Position: Q2 2026 in Review

HB Wealth Management increased its Piper Sandler (PIPR) stake by 6.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 4,175 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

HB Wealth Management first reported a position in PIPR in Q1 2025 and has held it in 5 quarters since. The position peaked at $324K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • HB Wealth Management held 4,175 shares of Piper Sandler worth $302K as of Q2 2026.
  • HB Wealth Management bought 262 Piper Sandler shares in Q2 2026, an estimated $21.2K.
  • Piper Sandler made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1375 holding.
  • HB Wealth Management first reported a position in Piper Sandler in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Piper Sandler position peaked at $324K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.