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Pinnacle Wealth Planning Services’s Piper Sandler PIPR Stock Holding History

Pinnacle Wealth Planning Services’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 		$143K Buy
1,975
+143
+8% +$11.6K 0.01% 687
2026
Q1 		$140K Buy
1,832
+36
+2% +$2.95K 0.01% 624
2025
Q4 		$153K Buy
+1,796
New +$152K 0.02% 583
2021
Q1 		– Sell
-436
Closed -$11K – 1510
2020
Q4 		$11K Buy
+436
New +$9.89K ﹤0.01% 1360

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

Pinnacle Wealth Planning Services's PIPR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Piper Sandler (PIPR) stake by 7.8% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,975 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #687.

Pinnacle Wealth Planning Services first reported a position in PIPR in Q4 2020 and has held it in 4 quarters since. The position peaked at $153K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,975 shares of Piper Sandler worth $143K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 143 Piper Sandler shares in Q2 2026, an estimated $11.6K.
  • Piper Sandler made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #687 holding.
  • Pinnacle Wealth Planning Services first reported a position in Piper Sandler in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Piper Sandler position peaked at $153K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.