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Hemington Wealth Management’s Piper Sandler PIPR Stock Holding History

Hemington 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
2025
Q3 		$12K Buy
148
+12
+9% +$979 ﹤0.01% 824
2025
Q2 		$9K Sell
136
-20
-13% -$1.25K ﹤0.01% 905
2025
Q1 		$9K Buy
156
+12
+8% +$859 ﹤0.01% 859
2024
Q4 		$10K Buy
144
+28
+24% +$2.18K ﹤0.01% 773
2024
Q3 		$8K Buy
+116
New +$7.59K ﹤0.01% 784

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hemington Wealth Management's PIPR Position: Q3 2025 in Review

Hemington Wealth Management increased its Piper Sandler (PIPR) stake by 8.8% in Q3 2025, buying an estimated $979 and bringing the position to 148 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Hemington Wealth Management first reported a position in PIPR in Q3 2024 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

  • Hemington Wealth Management held 148 shares of Piper Sandler worth $12K as of Q3 2025.
  • Hemington Wealth Management bought 12 Piper Sandler shares in Q3 2025, an estimated $979.
  • Piper Sandler made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #824 holding.
  • Hemington Wealth Management first reported a position in Piper Sandler in Q3 2024 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.