Pathstone Holdings
PIPR icon

Pathstone Holdings’s Piper Sandler PIPR Stock Holding History

Pathstone 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
Q1 		$1.05M Buy
13,696
+5,464
+66% +$448K ﹤0.01% 1385
2025
Q4 		$699K Buy
8,232
+152
+2% +$12.8K ﹤0.01% 1597
2025
Q3 		$701K Buy
8,080
+3,444
+74% +$281K ﹤0.01% 1597
2025
Q2 		$322K Sell
4,636
-4,212
-48% -$262K ﹤0.01% 1905
2025
Q1 		$548K Buy
8,848
+2,124
+32% +$152K ﹤0.01% 1680
2024
Q4 		$504K Sell
6,724
-312
-4% -$24.3K ﹤0.01% 1715
2024
Q3 		$499K Buy
7,036
+68
+1% +$4.45K ﹤0.01% 1727
2024
Q2 		$401K Buy
6,968
+288
+4% +$14.8K ﹤0.01% 1805
2024
Q1 		$331K Buy
6,680
+600
+10% +$27.4K ﹤0.01% 1885
2023
Q4 		$266K Buy
+6,080
New +$231K ﹤0.01% 1909

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return