PCS
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Personal CFO Solutions’s Piper Sandler PIPR Stock Holding History

Personal CFO Solutions’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 		$404K Sell
5,582
-8
-0.1% -$649 0.06% 311
2026
Q1 		$428K Buy
5,590
+1,066
+24% +$87.5K 0.06% 278
2025
Q4 		$384K Buy
4,524
+820
+22% +$69.3K 0.06% 288
2025
Q3 		$321K Buy
3,704
+584
+19% +$47.6K 0.06% 326
2025
Q2 		$217K Buy
+3,120
New +$194K 0.04% 446

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

Personal CFO Solutions's PIPR Position: Q2 2026 in Review

Personal CFO Solutions reduced its Piper Sandler (PIPR) stake by 0.14% in Q2 2026, selling an estimated $649 and leaving 5,582 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #311.

Personal CFO Solutions first reported a position in PIPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Personal CFO Solutions held 5,582 shares of Piper Sandler worth $404K as of Q2 2026.
  • Personal CFO Solutions sold 8 Piper Sandler shares in Q2 2026, an estimated $649.
  • Piper Sandler made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #311 holding.
  • Personal CFO Solutions first reported a position in Piper Sandler in Q2 2025 and has held it in 5 quarters since.
  • Personal CFO Solutions's Piper Sandler position peaked at $428K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.