OneDigital Investment Advisors’s Piper Sandler PIPR Stock Holding History

OneDigital 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	$510K	Sell	6,657 -1,355	-17%	-$111K	0.01%	944
2025 Q4	$681K	Sell	8,012 -832	-9%	-$70.3K	0.01%	819
2025 Q3	$767K	Buy	8,844 +776	+10%	+$63.3K	0.01%	758
2025 Q2	$561K	Buy	8,068 +188	+2%	+$11.7K	0.01%	861
2025 Q1	$488K	Buy	7,880 +144	+2%	+$10.3K	0.01%	868
2024 Q4	$580K	Sell	7,736 -968	-11%	-$75.3K	0.01%	828
2024 Q3	$618K	Buy	8,704 +232	+3%	+$15.2K	0.01%	853
2024 Q2	$488K	Buy	+8,472	New	+$434K	0.01%	913

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