Lido Advisors’s Piper Sandler PIPR Stock Holding History

Lido Advisors’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	$1.48M	Buy	+20,527	New	+$1.66M	﹤0.01%	912
2026 Q1	–	Sell	-24,300	Closed	-$2.11M	–	2087
2025 Q4	$2.11M	Hold	24,300	–	–	0.01%	703
2025 Q3	$2.11M	Buy	24,300 +80	+0.3%	+$6.52K	0.01%	675
2025 Q2	$1.68M	Buy	24,220 +352	+1%	+$21.9K	0.01%	646
2025 Q1	$1.48M	Buy	23,868 +7,128	+43%	+$510K	0.01%	625
2024 Q4	$1.26M	Buy	16,740 +196	+1%	+$15.3K	0.01%	675
2024 Q3	$1.17M	Sell	16,544 -4,652	-22%	-$304K	0.01%	642
2024 Q2	$1.22M	Sell	21,196 -324	-2%	-$16.6K	0.01%	580
2024 Q1	$1.07M	Buy	21,520 +8,480	+65%	+$388K	0.01%	628
2023 Q4	$570K	Buy	13,040 +4,880	+60%	+$186K	﹤0.01%	812
2023 Q3	$296K	Buy	8,160 +20	+0.2%	+$723	﹤0.01%	919
2023 Q2	$263K	Sell	8,140 -36	-0.4%	-$1.19K	﹤0.01%	998
2023 Q1	$283K	Buy	+8,176	New	+$291K	﹤0.01%	882
2022 Q2	–	Sell	-9,980	Closed	-$327K	–	1036
2022 Q1	$327K	Buy	+9,980	New	+$368K	﹤0.01%	780

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

Lido Advisors's PIPR Position: Q2 2026 in Review

Lido Advisors opened a new position in Piper Sandler (PIPR) in Q2 2026: 20,527 shares worth $1.48M. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Lido Advisors previously reported a position in PIPR as recently as Q4 2025.

Lido Advisors first reported a position in PIPR in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.11M in Q3 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Lido Advisors held 20,527 shares of Piper Sandler worth $1.48M as of Q2 2026.
Piper Sandler was a new Lido Advisors position in Q2 2026.
Piper Sandler made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #912 holding.
Lido Advisors first reported a position in Piper Sandler in Q1 2022 and has held it in 14 quarters since.
Lido Advisors's Piper Sandler position peaked at $2.11M in Q3 2025.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.