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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
Q2 		– Sell
-116
Closed -$8.88K – 283
2026
Q1 		$8.88K Buy
+116
New +$9.52K ﹤0.01% 269

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's PIPR Position: Q2 2026 in Review

Lake Street Private Wealth sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 116 shares — an estimated $8.88K sold.

Lake Street Private Wealth first reported a position in PIPR in Q1 2026 and held it in 1 quarter. The position peaked at $8.88K in Q1 2026. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Lake Street Private Wealth reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 116 Piper Sandler shares in Q2 2026, an estimated $8.88K.
  • Lake Street Private Wealth first reported a position in Piper Sandler in Q1 2026 and held it in 1 quarter.
  • Lake Street Private Wealth's Piper Sandler position peaked at $8.88K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.