Orion Portfolio Solutions’s Piper Sandler PIPR Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.78M	Buy	61,016 +1,524	+3%	+$109K	0.04%	435
2024 Q4	$4.46M	Sell	59,492 -10,352	-15%	-$805K	0.04%	363
2024 Q3	$4.96M	Sell	69,844 -1,240	-2%	-$81.1K	0.05%	333
2024 Q2	$4.09M	Sell	71,084 -3,504	-5%	-$180K	0.04%	369
2024 Q1	$3.7M	Sell	74,588 -4,788	-6%	-$219K	0.04%	411
2023 Q4	$3.35M	Sell	79,376 -5,320	-6%	-$202K	0.04%	411
2023 Q3	$3.08M	Sell	84,696 -3,232	-4%	-$117K	0.04%	432
2023 Q2	$2.84M	Sell	87,928 -4,500	-5%	-$149K	0.03%	505
2023 Q1	$3.2M	Buy	+92,428	New	+$3.29M	0.04%	404

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

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

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

GKIM

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

Orion Portfolio Solutions's PIPR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Piper Sandler (PIPR) stake by 2.6% in Q1 2025, buying an estimated $109K and bringing the position to 61,016 shares worth $3.78M. The position accounts for 0.04% of the portfolio, ranked #435.

Orion Portfolio Solutions first reported a position in PIPR in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.96M in Q3 2024. 358 funds tracked by Wall St. Rank hold PIPR as of Q1 2025.

Orion Portfolio Solutions held 61,016 shares of Piper Sandler worth $3.78M as of Q1 2025.
Orion Portfolio Solutions bought 1,524 Piper Sandler shares in Q1 2025, an estimated $109K.
Piper Sandler made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #435 holding.
Orion Portfolio Solutions first reported a position in Piper Sandler in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Piper Sandler position peaked at $4.96M in Q3 2024.
358 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.