&Partners’s Piper Sandler PIPR Stock Holding History

&Partners’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	$367K	Buy	5,076 +1,336	+36%	+$108K	﹤0.01%	2016
2026 Q1	$288K	Buy	3,740 +1,216	+48%	+$99.8K	﹤0.01%	2027
2025 Q4	$217K	Buy	+2,524	New	+$213K	﹤0.01%	2099

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

&Partners's PIPR Position: Q2 2026 in Review

&Partners increased its Piper Sandler (PIPR) stake by 36% in Q2 2026, buying an estimated $108K and bringing the position to 5,076 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

&Partners first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

&Partners held 5,076 shares of Piper Sandler worth $367K as of Q2 2026.
&Partners bought 1,336 Piper Sandler shares in Q2 2026, an estimated $108K.
Piper Sandler made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2016 holding.
&Partners first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.