Laurel Wealth Advisors (North Carolina)’s Piper Sandler PIPR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-40	Closed	-$3.4K	–	507
2025 Q4	$3.4K	Buy	+40	New	+$3.38K	﹤0.01%	579
2025 Q2	–	Sell	-40	Closed	-$2.48K	–	533
2025 Q1	$2.48K	Hold	40	–	–	﹤0.01%	589
2024 Q4	$3K	Hold	40	–	–	﹤0.01%	601
2024 Q3	$2.84K	Hold	40	–	–	﹤0.01%	564
2024 Q2	$2.3K	Hold	40	–	–	﹤0.01%	545
2024 Q1	$1.99K	Hold	40	–	–	﹤0.01%	549
2023 Q4	$1.75K	Hold	40	–	–	﹤0.01%	513
2023 Q3	$1.45K	Hold	40	–	–	﹤0.01%	522
2023 Q2	$1.29K	Hold	40	–	–	﹤0.01%	529
2023 Q1	$1.39K	Hold	40	–	–	﹤0.01%	528
2022 Q4	$1.3K	Hold	40	–	–	﹤0.01%	501
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	522
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	601
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	638
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	594
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	650
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	725
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	649
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	575
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	514
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	501
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	498
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	513
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	499
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	506
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	478
2018 Q4	$1K	Buy	+40	New	+$698	﹤0.01%	487

Other funds holding PIPR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s PIPR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 40 shares — an estimated $3.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PIPR in Q4 2018 and held it in 27 quarters. The position peaked at $3.4K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 40 Piper Sandler shares in Q1 2026, an estimated $3.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in Piper Sandler in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Piper Sandler position peaked at $3.4K in Q4 2025.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.