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Integrated Wealth Concepts’s Piper Sandler PIPR Stock Holding History

Integrated Wealth Concepts’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 		$86.6K Buy
+1,197
New +$97.1K ﹤0.01% 2931

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

Integrated Wealth Concepts's PIPR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Piper Sandler (PIPR) in Q2 2026: 1,197 shares worth $86.6K. The stake represents ﹤0.01% of the portfolio and ranks #2931 among its holdings.

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

  • Integrated Wealth Concepts held 1,197 shares of Piper Sandler worth $86.6K as of Q2 2026.
  • Piper Sandler was a new Integrated Wealth Concepts position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2931 holding.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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