KFAS
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Keating Financial Advisory Services’s Piper Sandler PIPR Stock Holding History

Keating Financial Advisory Services’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 		$6.8K Buy
94
+17
+22% +$1.38K ﹤0.01% 1407
2026
Q1 		$5.89K Buy
77
+53
+221% +$4.35K ﹤0.01% 1359
2025
Q4 		$2.04K Buy
+24
New +$2.03K ﹤0.01% 1577

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

Keating Financial Advisory Services's PIPR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Piper Sandler (PIPR) stake by 22% in Q2 2026, buying an estimated $1.38K and bringing the position to 94 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Keating Financial Advisory Services first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Keating Financial Advisory Services held 94 shares of Piper Sandler worth $6.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 17 Piper Sandler shares in Q2 2026, an estimated $1.38K.
  • Piper Sandler made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1407 holding.
  • Keating Financial Advisory Services first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.