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Journey Strategic Wealth’s Piper Sandler PIPR Stock Holding History

Journey Strategic Wealth’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
Q1 		$231K Buy
3,020
+56
+2% +$4.59K 0.01% 700
2025
Q4 		$252K Hold
2,964
– – 0.01% 589
2025
Q3 		$257K Sell
2,964
-228
-7% -$18.6K 0.01% 548
2025
Q2 		$222K Buy
+3,192
New +$199K 0.01% 571
2025
Q1 		– Sell
-3,128
Closed -$235K – 536
2024
Q4 		$235K Sell
3,128
-4
-0.1% -$311 0.01% 416
2024
Q3 		$222K Buy
+3,132
New +$205K 0.01% 440

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Journey Strategic Wealth's PIPR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Piper Sandler (PIPR) stake by 1.9% in Q1 2026, buying an estimated $4.59K and bringing the position to 3,020 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #700.

Journey Strategic Wealth first reported a position in PIPR in Q3 2024 and has held it in 6 quarters since. The position peaked at $257K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Journey Strategic Wealth held 3,020 shares of Piper Sandler worth $231K as of Q1 2026.
  • Journey Strategic Wealth bought 56 Piper Sandler shares in Q1 2026, an estimated $4.59K.
  • Piper Sandler made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #700 holding.
  • Journey Strategic Wealth first reported a position in Piper Sandler in Q3 2024 and has held it in 6 quarters since.
  • Journey Strategic Wealth's Piper Sandler position peaked at $257K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.