Heritage Wealth Management (Ohio)’s Piper Sandler PIPR Stock Holding History

Heritage Wealth Management (Ohio)’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	$401K	Buy	+5,544	New	+$450K	0.1%	189
2026 Q1	–	Sell	-5,544	Closed	-$471K	–	222
2025 Q4	$471K	Buy	5,544 +660	+14%	+$55.7K	0.13%	159
2025 Q3	$424K	Hold	4,884	–	–	0.12%	158
2025 Q2	$339K	Hold	4,884	–	–	0.11%	174
2025 Q1	$302K	Sell	4,884 -4	-0.1%	-$286	0.1%	184
2024 Q4	$367K	Hold	4,888	–	–	0.12%	164
2024 Q3	$347K	Hold	4,888	–	–	0.11%	167
2024 Q2	$284K	Buy	+4,888	New	+$250K	0.1%	184

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Heritage Wealth Management (Ohio)'s PIPR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Piper Sandler (PIPR) in Q2 2026: 5,544 shares worth $401K. The stake represents 0.1% of the portfolio and ranks #189 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PIPR as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PIPR in Q2 2024 and has held it in 8 quarters since. The position peaked at $471K in Q4 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Heritage Wealth Management (Ohio) held 5,544 shares of Piper Sandler worth $401K as of Q2 2026.
Piper Sandler was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Piper Sandler made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #189 holding.
Heritage Wealth Management (Ohio) first reported a position in Piper Sandler in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Piper Sandler position peaked at $471K in Q4 2025.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.