LPL Financial
PIPR icon

LPL Financial’s Piper Sandler PIPR Stock Holding History

LPL Financial’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 		$2.96M Sell
40,967
-178
-0.4% -$14.4K ﹤0.01% 3309
2026
Q1 		$3.15M Buy
41,145
+2,401
+6% +$197K ﹤0.01% 3078
2025
Q4 		$3.29M Buy
38,744
+2,952
+8% +$249K ﹤0.01% 2917
2025
Q3 		$3.1M Buy
35,792
+4,212
+13% +$343K ﹤0.01% 2911
2025
Q2 		$2.19M Buy
31,580
+3,228
+11% +$201K ﹤0.01% 3037
2025
Q1 		$1.76M Buy
28,352
+5,884
+26% +$421K ﹤0.01% 3071
2024
Q4 		$1.68M Buy
22,468
+8,644
+63% +$673K ﹤0.01% 3023
2024
Q3 		$981K Buy
13,824
+2,788
+25% +$182K ﹤0.01% 3428
2024
Q2 		$635K Buy
11,036
+1,896
+21% +$97.2K ﹤0.01% 3656
2024
Q1 		$453K Buy
9,140
+88
+1% +$4.02K ﹤0.01% 3873
2023
Q4 		$396K Sell
9,052
-1,492
-14% -$56.8K ﹤0.01% 3853
2023
Q3 		$383K Buy
10,544
+1,372
+15% +$49.6K ﹤0.01% 3701
2023
Q2 		$296K Buy
9,172
+588
+7% +$19.4K ﹤0.01% 3860
2023
Q1 		$297K Sell
8,584
-188
-2% -$6.7K ﹤0.01% 3752
2022
Q4 		$285K Sell
8,772
-744
-8% -$24.3K ﹤0.01% 3678
2022
Q3 		$249K Sell
9,516
-148
-2% -$4.31K ﹤0.01% 3751
2022
Q2 		$274K Sell
9,664
-2,296
-19% -$69.4K ﹤0.01% 3702
2022
Q1 		$392K Buy
11,960
+244
+2% +$8.99K ﹤0.01% 3376
2021
Q4 		$523K Buy
11,716
+100
+0.9% +$4.25K ﹤0.01% 3242
2021
Q3 		$402K Sell
11,616
-332
-3% -$11.1K ﹤0.01% 3416
2021
Q2 		$387K Buy
11,948
+124
+1% +$3.8K ﹤0.01% 3379
2021
Q1 		$324K Sell
11,824
-316
-3% -$8.38K ﹤0.01% 3412
2020
Q4 		$306K Buy
+12,140
New +$275K ﹤0.01% 3182

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 $3.37T AUM 44.26% 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

LPL Financial's PIPR Position: Q2 2026 in Review

LPL Financial reduced its Piper Sandler (PIPR) stake by 0.43% in Q2 2026, selling an estimated $14.4K and leaving 40,967 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

LPL Financial first reported a position in PIPR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.29M in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • LPL Financial held 40,967 shares of Piper Sandler worth $2.96M as of Q2 2026.
  • LPL Financial sold 178 Piper Sandler shares in Q2 2026, an estimated $14.4K.
  • Piper Sandler made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3309 holding.
  • LPL Financial first reported a position in Piper Sandler in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Piper Sandler position peaked at $3.29M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.