Lido Advisors
PIPR icon

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
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
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

Lido Advisors's PIPR Position: Q1 2026 in Review

Lido Advisors sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 24,300 shares — an estimated $2.11M sold.

Lido Advisors first reported a position in PIPR in Q1 2022 and held it in 13 quarters. The position peaked at $2.11M in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Lido Advisors reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 24,300 Piper Sandler shares in Q1 2026, an estimated $2.11M.
  • Lido Advisors first reported a position in Piper Sandler in Q1 2022 and held it in 13 quarters.
  • Lido Advisors's Piper Sandler position peaked at $2.11M in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.