Marquette Asset Management’s Piper Sandler PIPR Stock Holding History

Marquette Asset Management’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	$6.37K	Hold	88	–	–	﹤0.01%	393
2026 Q1	$6.74K	Buy	+88	New	+$7.22K	﹤0.01%	303
2022 Q4	–	Sell	-12	Closed	–	–	261
2022 Q3	$0	Hold	12	–	–	﹤0.01%	353
2022 Q2	$0	Hold	12	–	–	﹤0.01%	399
2022 Q1	$0	Hold	12	–	–	﹤0.01%	383
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	259
2021 Q3	$0	Hold	12	–	–	﹤0.01%	265
2021 Q2	$0	Sell	12 -12	-50%	-$368	﹤0.01%	248
2021 Q1	$1K	Buy	+24	New	+$636	﹤0.01%	235

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

Marquette Asset Management's PIPR Position: Q2 2026 in Review

Marquette Asset Management held its Piper Sandler (PIPR) position steady in Q2 2026 at 88 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Marquette Asset Management first reported a position in PIPR in Q1 2021 and has held it in 9 quarters since. The position peaked at $6.74K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Marquette Asset Management held 88 shares of Piper Sandler worth $6.37K as of Q2 2026.
Marquette Asset Management left its Piper Sandler share count unchanged in Q2 2026.
Piper Sandler made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #393 holding.
Marquette Asset Management first reported a position in Piper Sandler in Q1 2021 and has held it in 9 quarters since.
Marquette Asset Management's Piper Sandler position peaked at $6.74K in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.