Plante Moran Financial Advisors’s Piper Sandler PIPR Stock Holding History

Plante Moran Financial Advisors’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	$868	Buy	+12	New	+$973	﹤0.01%	944
2022 Q3	–	Sell	-44	Closed	-$1K	–	1022
2022 Q2	$1K	Buy	+44	New	+$1.33K	﹤0.01%	933
2015 Q4	–	Sell	-560	Closed	-$5K	–	980
2015 Q3	$5K	Hold	560	–	–	﹤0.01%	587
2015 Q2	$6K	Hold	560	–	–	﹤0.01%	601
2015 Q1	$7K	Hold	560	–	–	﹤0.01%	573
2014 Q4	$8K	Hold	560	–	–	0.01%	588
2014 Q3	$7K	Hold	560	–	–	0.01%	625
2014 Q2	$7K	Hold	560	–	–	0.01%	617
2014 Q1	$6K	Hold	560	–	–	0.01%	444
2013 Q4	$6K	Hold	560	–	–	﹤0.01%	519
2013 Q3	$5K	Hold	560	–	–	﹤0.01%	475
2013 Q2	$4K	Buy	+560	New	+$4.71K	﹤0.01%	475

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

Plante Moran Financial Advisors's PIPR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Piper Sandler (PIPR) in Q2 2026: 12 shares worth $868. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PIPR as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in PIPR in Q2 2013 and has held it in 12 quarters since. The position peaked at $8K in Q4 2014. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Plante Moran Financial Advisors held 12 shares of Piper Sandler worth $868 as of Q2 2026.
Piper Sandler was a new Plante Moran Financial Advisors position in Q2 2026.
Piper Sandler made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #944 holding.
Plante Moran Financial Advisors first reported a position in Piper Sandler in Q2 2013 and has held it in 12 quarters since.
Plante Moran Financial Advisors's Piper Sandler position peaked at $8K in Q4 2014.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.