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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B 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

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return