Parcion Private Wealth’s Piper Sandler PIPR Stock Holding History

Parcion Private Wealth’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	$405K	Buy	5,599 +7	+0.1%	+$568	0.02%	313
2026 Q1	$428K	Buy	5,592 +104	+2%	+$8.53K	0.03%	269
2025 Q4	$466K	Buy	5,488 +28	+0.5%	+$2.37K	0.03%	246
2025 Q3	$474K	Buy	5,460 +12	+0.2%	+$979	0.03%	199
2025 Q2	$379K	Buy	5,448 +8	+0.1%	+$498	0.03%	207
2025 Q1	$337K	Hold	5,440	–	–	0.03%	203
2024 Q4	$408K	Hold	5,440	–	–	0.03%	171
2024 Q3	$386K	Hold	5,440	–	–	0.03%	177
2024 Q2	$313K	Hold	5,440	–	–	0.03%	165
2024 Q1	$270K	Sell	5,440 -44	-0.8%	-$2.01K	0.02%	170
2023 Q4	$240K	Buy	+5,484	New	+$209K	0.02%	177
2022 Q1	–	Sell	-5,444	Closed	-$228K	–	201
2021 Q4	$228K	Hold	5,444	–	–	0.02%	181
2021 Q3	$215K	Buy	+5,444	New	+$182K	0.02%	189

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

Parcion Private Wealth's PIPR Position: Q2 2026 in Review

Parcion Private Wealth increased its Piper Sandler (PIPR) stake by 0.13% in Q2 2026, buying an estimated $568 and bringing the position to 5,599 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #313.

Parcion Private Wealth first reported a position in PIPR in Q3 2021 and has held it in 13 quarters since. The position peaked at $474K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Parcion Private Wealth held 5,599 shares of Piper Sandler worth $405K as of Q2 2026.
Parcion Private Wealth bought 7 Piper Sandler shares in Q2 2026, an estimated $568.
Piper Sandler made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #313 holding.
Parcion Private Wealth first reported a position in Piper Sandler in Q3 2021 and has held it in 13 quarters since.
Parcion Private Wealth's Piper Sandler position peaked at $474K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.