NewSquare Capital’s Piper Sandler PIPR Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-36	Closed	-$2.5K	–	937
2025 Q2	$2.5K	Sell	36 -120	-77%	-$7.48K	﹤0.01%	929
2025 Q1	$9.66K	Buy	+156	New	+$11.2K	﹤0.01%	555

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NewSquare Capital's PIPR Position: Q3 2025 in Review

NewSquare Capital sold out of Piper Sandler (PIPR) in Q3 2025, closing a stake of 36 shares — an estimated $2.5K sold.

NewSquare Capital first reported a position in PIPR in Q1 2025 and held it in 2 quarters. The position peaked at $9.66K in Q1 2025. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

NewSquare Capital reported no remaining Piper Sandler position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 36 Piper Sandler shares in Q3 2025, an estimated $2.5K.
NewSquare Capital first reported a position in Piper Sandler in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Piper Sandler position peaked at $9.66K in Q1 2025.
382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.