NewEdge Advisors’s Piper Sandler PIPR Stock Holding History

NewEdge 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	$18.7K	Sell	259 -69	-21%	-$5.59K	﹤0.01%	3381
2026 Q1	$25.1K	Sell	328 -32	-9%	-$2.63K	﹤0.01%	3132
2025 Q4	$30.5K	Sell	360 -44	-11%	-$3.72K	﹤0.01%	3119
2025 Q3	$34.9K	Buy	404 +4	+1%	+$326	﹤0.01%	2943
2025 Q2	$27.9K	Sell	400 -8	-2%	-$498	﹤0.01%	2847
2025 Q1	$25.3K	Buy	408 +4	+1%	+$286	﹤0.01%	2774
2024 Q4	$30.4K	Hold	404	–	–	﹤0.01%	2683
2024 Q3	$28.7K	Hold	404	–	–	﹤0.01%	2613
2024 Q2	$23.2K	Sell	404 -360	-47%	-$18.4K	﹤0.01%	2585
2024 Q1	$38K	Sell	764 -204	-21%	-$9.32K	﹤0.01%	2399
2023 Q4	$42.3K	Buy	968 +924	+2,100%	+$35.2K	﹤0.01%	2282
2023 Q3	$1.6K	Sell	44 -76	-63%	-$2.75K	﹤0.01%	3097
2023 Q2	$3.89K	Buy	120 +76	+173%	+$2.51K	﹤0.01%	2889
2023 Q1	$1.52K	Sell	44 -1,144	-96%	-$40.8K	﹤0.01%	3090
2022 Q4	$38.7K	Buy	+1,188	New	+$38.8K	﹤0.01%	1833

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

NewEdge Advisors's PIPR Position: Q2 2026 in Review

NewEdge Advisors reduced its Piper Sandler (PIPR) stake by 21% in Q2 2026, selling an estimated $5.59K and leaving 259 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

NewEdge Advisors first reported a position in PIPR in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.3K in Q4 2023. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

NewEdge Advisors held 259 shares of Piper Sandler worth $18.7K as of Q2 2026.
NewEdge Advisors sold 69 Piper Sandler shares in Q2 2026, an estimated $5.59K.
Piper Sandler made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3381 holding.
NewEdge Advisors first reported a position in Piper Sandler in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Piper Sandler position peaked at $42.3K in Q4 2023.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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