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Lake Street Private Wealth’s Piper Sandler PIPR Stock Holding History

Lake Street Private 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 		$8.88K Buy
+116
New +$9.52K ﹤0.01% 269

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Lake Street Private Wealth's PIPR Position: Q1 2026 in Review

Lake Street Private Wealth opened a new position in Piper Sandler (PIPR) in Q1 2026: 116 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings.

392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Lake Street Private Wealth held 116 shares of Piper Sandler worth $8.88K as of Q1 2026.
  • Piper Sandler was a new Lake Street Private Wealth position in Q1 2026.
  • Piper Sandler made up ﹤0.01% of Lake Street Private Wealth's portfolio in Q1 2026, its #269 holding.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.