Level Four Advisory Services’s Piper Sandler PIPR Stock Holding History

Level Four 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	$1.72M	Sell	23,764 -446	-2%	-$36.2K	0.05%	341
2026 Q1	$1.85M	Buy	24,210 +3,714	+18%	+$305K	0.06%	301
2025 Q4	$1.74M	Sell	20,496 -420	-2%	-$35.5K	0.06%	304
2025 Q3	$1.81M	Buy	20,916 +664	+3%	+$54.1K	0.06%	295
2025 Q2	$1.41M	Buy	20,252 +2,040	+11%	+$127K	0.05%	318
2025 Q1	$1.13M	Buy	18,212 +14,112	+344%	+$1.01M	0.05%	323
2024 Q4	$307K	Buy	+4,100	New	+$319K	0.01%	618

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Level Four Advisory Services's PIPR Position: Q2 2026 in Review

Level Four Advisory Services reduced its Piper Sandler (PIPR) stake by 1.8% in Q2 2026, selling an estimated $36.2K and leaving 23,764 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #341.

Level Four Advisory Services first reported a position in PIPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Level Four Advisory Services held 23,764 shares of Piper Sandler worth $1.72M as of Q2 2026.
Level Four Advisory Services sold 446 Piper Sandler shares in Q2 2026, an estimated $36.2K.
Piper Sandler made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #341 holding.
Level Four Advisory Services first reported a position in Piper Sandler in Q4 2024 and has held it in 7 quarters since.
Level Four Advisory Services's Piper Sandler position peaked at $1.85M in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.