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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Mount Yale Investment Advisors's PIPR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Piper Sandler (PIPR) in Q1 2026: 5,052 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PIPR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PIPR in Q4 2020 and has held it in 20 quarters since. The position peaked at $483K in Q3 2024. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Mount Yale Investment Advisors held 5,052 shares of Piper Sandler worth $387K as of Q1 2026.
  • Piper Sandler was a new Mount Yale Investment Advisors position in Q1 2026.
  • Piper Sandler made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #800 holding.
  • Mount Yale Investment Advisors first reported a position in Piper Sandler in Q4 2020 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Piper Sandler position peaked at $483K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.