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 Q2	$507K	Buy	7,013 +356	+5%	+$28.9K	﹤0.01%	1029
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 $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

OneDigital Investment Advisors's PIPR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Piper Sandler (PIPR) stake by 5.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 7,013 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

OneDigital Investment Advisors first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $767K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

OneDigital Investment Advisors held 7,013 shares of Piper Sandler worth $507K as of Q2 2026.
OneDigital Investment Advisors bought 356 Piper Sandler shares in Q2 2026, an estimated $28.9K.
Piper Sandler made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1029 holding.
OneDigital Investment Advisors first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Piper Sandler position peaked at $767K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.