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MJT & Associates Financial Advisory’s Piper Sandler PIPR Stock Holding History

MJT & Associates Financial Advisory’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 		$23.1K Hold
320
– – 0.02% 120
2026
Q1 		$24.5K Hold
320
– – 0.02% 109
2025
Q4 		$27.2K Hold
320
– – 0.02% 109
2025
Q3 		$27.8K Hold
320
– – 0.02% 108
2025
Q2 		$22.2K Hold
320
– – 0.03% 138
2025
Q1 		$19.8K Buy
+320
New +$22.9K 0.02% 147

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

MJT & Associates Financial Advisory's PIPR Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Piper Sandler (PIPR) position steady in Q2 2026 at 320 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #120.

MJT & Associates Financial Advisory first reported a position in PIPR in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.8K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • MJT & Associates Financial Advisory held 320 shares of Piper Sandler worth $23.1K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #120 holding.
  • MJT & Associates Financial Advisory first reported a position in Piper Sandler in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Piper Sandler position peaked at $27.8K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.