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Kestra Advisory Services’s Piper Sandler PIPR Stock Holding History

Kestra 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
Q1 		– Sell
-4,016
Closed -$341K – 4065
2025
Q4 		$341K Sell
4,016
-244
-6% -$20.6K ﹤0.01% 2438
2025
Q3 		$369K Buy
4,260
+484
+13% +$39.5K ﹤0.01% 2286
2025
Q2 		$262K Buy
+3,776
New +$235K ﹤0.01% 2460

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

Kestra Advisory Services's PIPR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 4,016 shares — an estimated $341K sold.

Kestra Advisory Services first reported a position in PIPR in Q2 2025 and held it in 3 quarters. The position peaked at $369K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,016 Piper Sandler shares in Q1 2026, an estimated $341K.
  • Kestra Advisory Services first reported a position in Piper Sandler in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's Piper Sandler position peaked at $369K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.