Osaic Holdings
PIPR icon

Osaic Holdings’s Piper Sandler PIPR Stock Holding History

Osaic Holdings’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 		$1.58M Buy
21,775
+1,893
+10% +$153K ﹤0.01% 2544
2026
Q1 		$1.52M Buy
19,882
+2,610
+15% +$214K ﹤0.01% 2308
2025
Q4 		$1.47M Sell
17,272
-152
-0.9% -$12.8K ﹤0.01% 2342
2025
Q3 		$1.51M Buy
17,424
+952
+6% +$77.6K ﹤0.01% 2421
2025
Q2 		$1.14M Sell
16,472
-84
-0.5% -$5.23K ﹤0.01% 2401
2025
Q1 		$1.03M Buy
16,556
+4,688
+40% +$336K ﹤0.01% 2229
2024
Q4 		$890K Buy
11,868
+1,624
+16% +$126K ﹤0.01% 2296
2024
Q3 		$727K Sell
10,244
-2,224
-18% -$145K ﹤0.01% 2532
2024
Q2 		$717K Sell
12,468
-9,224
-43% -$473K ﹤0.01% 2467
2024
Q1 		$1.08M Buy
21,692
+14,408
+198% +$658K ﹤0.01% 2260
2023
Q4 		$319K Sell
7,284
-2,428
-25% -$92.4K ﹤0.01% 3545
2023
Q3 		$353K Buy
9,712
+2,256
+30% +$81.5K ﹤0.01% 3543
2023
Q2 		$241K Buy
7,456
+164
+2% +$5.42K ﹤0.01% 3740
2023
Q1 		$253K Sell
7,292
-1,808
-20% -$64.4K ﹤0.01% 3675
2022
Q4 		$295K Sell
9,100
-224
-2% -$7.32K ﹤0.01% 3524
2022
Q3 		$246K Buy
9,324
+1,016
+12% +$29.6K ﹤0.01% 3555
2022
Q2 		$236K Buy
8,308
+612
+8% +$18.5K ﹤0.01% 3632
2022
Q1 		$253K Buy
7,696
+1,768
+30% +$65.1K ﹤0.01% 3823
2021
Q4 		$264K Sell
5,928
-508
-8% -$21.6K ﹤0.01% 3699
2021
Q3 		$223K Sell
6,436
-188
-3% -$6.3K ﹤0.01% 3808
2021
Q2 		$213K Buy
6,624
+448
+7% +$13.7K ﹤0.01% 3816
2021
Q1 		$170K Buy
6,176
+1,168
+23% +$31K ﹤0.01% 3888
2020
Q4 		$127K Sell
5,008
-160
-3% -$3.63K ﹤0.01% 3876
2020
Q3 		$94K Buy
5,168
+2,636
+104% +$44.9K ﹤0.01% 3874
2020
Q2 		$37K Sell
2,532
-144
-5% -$2.03K ﹤0.01% 4406
2020
Q1 		$34K Buy
+2,676
New +$47.7K ﹤0.01% 4271

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
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

Osaic Holdings's PIPR Position: Q2 2026 in Review

Osaic Holdings increased its Piper Sandler (PIPR) stake by 9.5% in Q2 2026, buying an estimated $153K and bringing the position to 21,775 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Osaic Holdings first reported a position in PIPR in Q1 2020 and has held it in 26 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Osaic Holdings held 21,775 shares of Piper Sandler worth $1.58M as of Q2 2026.
  • Osaic Holdings bought 1,893 Piper Sandler shares in Q2 2026, an estimated $153K.
  • Piper Sandler made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2544 holding.
  • Osaic Holdings first reported a position in Piper Sandler in Q1 2020 and has held it in 26 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.