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Principal Securities’s Piper Sandler PIPR Stock Holding History

Principal Securities’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 		$363K Buy
5,020
+203
+4% +$16.5K ﹤0.01% 1242
2026
Q1 		$369K Buy
4,817
+609
+14% +$50K 0.01% 1110
2025
Q4 		$357K Buy
4,208
+4
+0.1% +$338 0.01% 1060
2025
Q3 		$365K Buy
4,204
+320
+8% +$26.1K 0.01% 1036
2025
Q2 		$270K Buy
3,884
+2,528
+186% +$157K 0.01% 1105
2025
Q1 		$102K Hold
1,356
– – ﹤0.01% 1436
2024
Q4 		$102K Buy
1,356
+1,000
+281% +$77.8K ﹤0.01% 1436
2024
Q3 		$25.3K Buy
356
+76
+27% +$4.97K ﹤0.01% 2007
2024
Q2 		$16.1K Hold
280
– – ﹤0.01% 2179
2024
Q1 		$13.9K Sell
280
-8
-3% -$366 ﹤0.01% 2186
2023
Q4 		$12.6K Buy
+288
New +$11K ﹤0.01% 2140

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

Principal Securities's PIPR Position: Q2 2026 in Review

Principal Securities increased its Piper Sandler (PIPR) stake by 4.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,020 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Principal Securities first reported a position in PIPR in Q4 2023 and has held it in 11 quarters since. The position peaked at $369K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Principal Securities held 5,020 shares of Piper Sandler worth $363K as of Q2 2026.
  • Principal Securities bought 203 Piper Sandler shares in Q2 2026, an estimated $16.5K.
  • Piper Sandler made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1242 holding.
  • Principal Securities first reported a position in Piper Sandler in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Piper Sandler position peaked at $369K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.