MA
PIPR icon

Modus Advisors’s Piper Sandler PIPR Stock Holding History

Modus 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 		$260K Hold
3,592
– – 0.06% 110
2026
Q1 		$275K Hold
3,592
– – 0.08% 103
2025
Q4 		$305K Sell
3,592
-1,200
-25% -$101K 0.08% 103
2025
Q3 		$416K Hold
4,792
– – 0.11% 94
2025
Q2 		$333K Hold
4,792
– – 0.1% 97
2025
Q1 		$297K Sell
4,792
-600
-11% -$42.9K 0.1% 96
2024
Q4 		$404K Buy
+5,392
New +$420K 0.13% 93

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

Modus Advisors's PIPR Position: Q2 2026 in Review

Modus Advisors held its Piper Sandler (PIPR) position steady in Q2 2026 at 3,592 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #110.

Modus Advisors first reported a position in PIPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Modus Advisors held 3,592 shares of Piper Sandler worth $260K as of Q2 2026.
  • Modus Advisors left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up 0.06% of Modus Advisors's portfolio in Q2 2026, its #110 holding.
  • Modus Advisors first reported a position in Piper Sandler in Q4 2024 and has held it in 7 quarters since.
  • Modus Advisors's Piper Sandler position peaked at $416K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.