MYIA
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Mount Yale Investment Advisors’s Piper Sandler PIPR Stock Holding History

Mount Yale Investment 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 		$375K Buy
5,188
+136
+3% +$11K 0.01% 893
2026
Q1 		$387K Buy
+5,052
New +$415K 0.01% 800
2025
Q3 		– Sell
-5,640
Closed -$392K – 1349
2025
Q2 		$392K Buy
5,640
+120
+2% +$7.48K 0.03% 390
2025
Q1 		$342K Buy
5,520
+16
+0.3% +$1.15K 0.03% 403
2024
Q4 		$413K Sell
5,504
-1,304
-19% -$101K 0.03% 371
2024
Q3 		$483K Sell
6,808
-28
-0.4% -$1.83K 0.05% 352
2024
Q2 		$393K Sell
6,836
-44
-0.6% -$2.25K 0.03% 385
2024
Q1 		$341K Buy
6,880
+520
+8% +$23.8K 0.03% 420
2023
Q4 		$278K Sell
6,360
-72
-1% -$2.74K 0.03% 429
2023
Q3 		$234K Sell
6,432
-164
-2% -$5.92K 0.03% 446
2023
Q2 		$213K Sell
6,596
-512
-7% -$16.9K 0.02% 456
2023
Q1 		$246K Sell
7,108
-248
-3% -$8.84K 0.03% 424
2022
Q4 		$239K Sell
7,356
-2,588
-26% -$84.5K 0.03% 403
2022
Q3 		$260K Sell
9,944
-268
-3% -$7.8K 0.03% 365
2022
Q2 		$289K Buy
10,212
+1,020
+11% +$30.8K 0.04% 359
2022
Q1 		$302K Sell
9,192
-112
-1% -$4.13K 0.03% 360
2021
Q4 		$415K Sell
9,304
-184
-2% -$7.82K 0.04% 318
2021
Q3 		$328K Buy
9,488
+44
+0.5% +$1.47K 0.04% 339
2021
Q2 		$306K Sell
9,444
-132
-1% -$4.04K 0.04% 315
2021
Q1 		$263K Sell
9,576
-472
-5% -$12.5K 0.03% 344
2020
Q4 		$253K Buy
+10,048
New +$228K 0.04% 336

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's PIPR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Piper Sandler (PIPR) stake by 2.7% in Q2 2026, buying an estimated $11K and bringing the position to 5,188 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #893.

Mount Yale Investment Advisors first reported a position in PIPR in Q4 2020 and has held it in 21 quarters since. The position peaked at $483K in Q3 2024. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Mount Yale Investment Advisors held 5,188 shares of Piper Sandler worth $375K as of Q2 2026.
  • Mount Yale Investment Advisors bought 136 Piper Sandler shares in Q2 2026, an estimated $11K.
  • Piper Sandler made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #893 holding.
  • Mount Yale Investment Advisors first reported a position in Piper Sandler in Q4 2020 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Piper Sandler position peaked at $483K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.