PWM
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Parkworth Wealth Management’s Piper Sandler PIPR Stock Holding History

Parkworth Wealth Management’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
Q2 		$278 Hold
4
– – ﹤0.01% 822
2025
Q1 		$248 Hold
4
– – ﹤0.01% 657
2024
Q4 		$300 Buy
+4
New +$311 ﹤0.01% 609

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Parkworth Wealth Management's PIPR Position: Q2 2025 in Review

Parkworth Wealth Management held its Piper Sandler (PIPR) position steady in Q2 2025 at 4 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Parkworth Wealth Management first reported a position in PIPR in Q4 2024 and has held it in 3 quarters since. The position peaked at $300 in Q4 2024. 357 funds tracked by Wall St. Rank hold PIPR as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Piper Sandler worth $278 as of Q2 2025.
  • Parkworth Wealth Management left its Piper Sandler share count unchanged in Q2 2025.
  • Piper Sandler made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #822 holding.
  • Parkworth Wealth Management first reported a position in Piper Sandler in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Piper Sandler position peaked at $300 in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.