JFS Wealth Advisors’s Piper Sandler PIPR Stock Holding History

JFS Wealth Advisors’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	$7.67K	Buy	+106	New	+$8.6K	﹤0.01%	1120
2026 Q1	–	Sell	-88	Closed	-$7.47K	–	1934
2025 Q4	$7.47K	Buy	88 +16	+22%	+$1.35K	﹤0.01%	1086
2025 Q3	$6.25K	Hold	72	–	–	﹤0.01%	1041
2025 Q2	$5K	Sell	72 -4	-5%	-$249	﹤0.01%	1091
2025 Q1	$4.71K	Hold	76	–	–	﹤0.01%	1145
2024 Q4	$5.7K	Hold	76	–	–	﹤0.01%	1080
2024 Q3	$5.39K	Buy	76 +4	+6%	+$262	﹤0.01%	1090
2024 Q2	$4.14K	Hold	72	–	–	﹤0.01%	1137
2024 Q1	$3.57K	Hold	72	–	–	﹤0.01%	1233
2023 Q4	$3.15K	Hold	72	–	–	﹤0.01%	1239
2023 Q3	$2.62K	Hold	72	–	–	﹤0.01%	1256
2023 Q2	$2.33K	Sell	72 -4	-5%	-$132	﹤0.01%	1327
2023 Q1	$2.63K	Buy	76 +8	+12%	+$285	﹤0.01%	1261
2022 Q4	$2.21K	Hold	68	–	–	﹤0.01%	1336
2022 Q3	$2K	Buy	68 +52	+325%	+$1.51K	﹤0.01%	1372
2022 Q2	$0	Sell	16 -12	-43%	-$363	﹤0.01%	1888
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	1704
2021 Q4	$1K	Buy	+28	New	+$1.19K	﹤0.01%	1508

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

JFS Wealth Advisors's PIPR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Piper Sandler (PIPR) in Q2 2026: 106 shares worth $7.67K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PIPR as recently as Q4 2025.

JFS Wealth Advisors first reported a position in PIPR in Q4 2021 and has held it in 18 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

JFS Wealth Advisors held 106 shares of Piper Sandler worth $7.67K as of Q2 2026.
Piper Sandler was a new JFS Wealth Advisors position in Q2 2026.
Piper Sandler made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1120 holding.
JFS Wealth Advisors first reported a position in Piper Sandler in Q4 2021 and has held it in 18 quarters since.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.