HighMark Wealth Management’s Piper Sandler PIPR Stock Holding History

HighMark 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	$10.4K	Sell	143 -15,605	-99%	-$1.27M	﹤0.01%	312
2026 Q1	$1.21M	Buy	15,748 +15,608	+11,149%	+$1.28M	0.49%	29
2025 Q4	$11.9K	Hold	140	–	–	﹤0.01%	295
2025 Q3	$12.1K	Hold	140	–	–	0.01%	278
2025 Q2	$9.68K	Buy	+140	New	+$8.72K	﹤0.01%	314
2024 Q4	–	Sell	-136	Closed	-$9.7K	–	609
2024 Q3	$9.7K	Hold	136	–	–	0.01%	306
2024 Q2	$7.85K	Buy	+136	New	+$6.97K	﹤0.01%	325

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

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

HighMark Wealth Management reduced its Piper Sandler (PIPR) stake by 99% in Q2 2026, selling an estimated $1.27M and leaving 143 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

HighMark Wealth Management first reported a position in PIPR in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

HighMark Wealth Management held 143 shares of Piper Sandler worth $10.4K as of Q2 2026.
HighMark Wealth Management sold 15,605 Piper Sandler shares in Q2 2026, an estimated $1.27M.
Piper Sandler made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #312 holding.
HighMark Wealth Management first reported a position in Piper Sandler in Q2 2024 and has held it in 7 quarters since.
HighMark Wealth Management's Piper Sandler position peaked at $1.21M in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.