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Institute for Wealth Management’s Piper Sandler PIPR Stock Holding History

Institute for 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 		$77.3K Buy
+1,068
New +$86.6K 0.01% 758

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Institute for Wealth Management's PIPR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Piper Sandler (PIPR) in Q2 2026: 1,068 shares worth $77.3K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings.

192 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Institute for Wealth Management held 1,068 shares of Piper Sandler worth $77.3K as of Q2 2026.
  • Piper Sandler was a new Institute for Wealth Management position in Q2 2026.
  • Piper Sandler made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #758 holding.
  • 192 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.