Prestige Wealth Management Group’s Piper Sandler PIPR Stock Holding History

Prestige Wealth Management Group’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	$6.08K	Buy	+84	New	+$6.81K	﹤0.01%	541
2026 Q1	–	Sell	-76	Closed	-$6.46K	–	1160
2025 Q4	$6.46K	Hold	76	–	–	﹤0.01%	524
2025 Q3	$6.59K	Hold	76	–	–	﹤0.01%	517
2025 Q2	$5.28K	Hold	76	–	–	﹤0.01%	554
2025 Q1	$4.71K	Hold	76	–	–	﹤0.01%	575
2024 Q4	$5.7K	Hold	76	–	–	﹤0.01%	569
2024 Q3	$5.39K	Hold	76	–	–	﹤0.01%	596
2024 Q2	$4.37K	Hold	76	–	–	﹤0.01%	579
2024 Q1	$3.77K	Hold	76	–	–	﹤0.01%	632
2023 Q4	$3.32K	Hold	76	–	–	﹤0.01%	665
2023 Q3	$2.76K	Hold	76	–	–	﹤0.01%	682
2023 Q2	$2.46K	Hold	76	–	–	﹤0.01%	723
2023 Q1	$2.63K	Sell	76 -88	-54%	-$3.14K	﹤0.01%	695
2022 Q4	$5.34K	Buy	164 +88	+116%	+$2.87K	﹤0.01%	600
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	765
2022 Q2	$2K	Hold	76	–	–	﹤0.01%	776
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	797
2021 Q4	$3K	Hold	76	–	–	﹤0.01%	738
2021 Q3	$3K	Hold	76	–	–	﹤0.01%	749
2021 Q2	$2K	Hold	76	–	–	﹤0.01%	813
2021 Q1	$2K	Hold	76	–	–	﹤0.01%	809
2020 Q4	$2K	Hold	76	–	–	﹤0.01%	776
2020 Q3	$1K	Hold	76	–	–	﹤0.01%	821
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	824
2020 Q1	$1K	Buy	+76	New	+$1.35K	﹤0.01%	818
2019 Q1	–	Sell	-76	Closed	-$1K	–	961
2018 Q4	$1K	Buy	+76	New	+$1.32K	﹤0.01%	1098

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

Prestige Wealth Management Group's PIPR Position: Q2 2026 in Review

Prestige Wealth Management Group opened a new position in Piper Sandler (PIPR) in Q2 2026: 84 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Prestige Wealth Management Group previously reported a position in PIPR as recently as Q4 2025.

Prestige Wealth Management Group first reported a position in PIPR in Q4 2018 and has held it in 26 quarters since. The position peaked at $6.59K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Prestige Wealth Management Group held 84 shares of Piper Sandler worth $6.08K as of Q2 2026.
Piper Sandler was a new Prestige Wealth Management Group position in Q2 2026.
Piper Sandler made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #541 holding.
Prestige Wealth Management Group first reported a position in Piper Sandler in Q4 2018 and has held it in 26 quarters since.
Prestige Wealth Management Group's Piper Sandler position peaked at $6.59K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.