NWS
PIPR icon

Nvest Wealth Strategies’s Piper Sandler PIPR Stock Holding History

Nvest Wealth Strategies’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 		$7.23K Hold
100
– – ﹤0.01% 134
2026
Q1 		$7.66K Hold
100
– – 0.01% 133
2025
Q4 		$8.49K Buy
+100
New +$8.45K 0.01% 127

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Nvest Wealth Strategies's PIPR Position: Q2 2026 in Review

Nvest Wealth Strategies held its Piper Sandler (PIPR) position steady in Q2 2026 at 100 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Nvest Wealth Strategies first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.49K in Q4 2025. 192 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Nvest Wealth Strategies held 100 shares of Piper Sandler worth $7.23K as of Q2 2026.
  • Nvest Wealth Strategies left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #134 holding.
  • Nvest Wealth Strategies first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Piper Sandler position peaked at $8.49K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.