PCS
PIPR icon

Private Client Services’s Piper Sandler PIPR Stock Holding History

Private Client 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
2025
Q2 		– Sell
-14,216
Closed -$880K – 219
2025
Q1 		$880K Buy
+14,216
New +$1.02M 0.44% 61
2024
Q2 		– Sell
-35,508
Closed -$1.76M – 146
2024
Q1 		$1.76M Buy
+35,508
New +$1.62M 1.18% 26

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Client Services's PIPR Position: Q2 2025 in Review

Private Client Services sold out of Piper Sandler (PIPR) in Q2 2025, closing a stake of 14,216 shares — an estimated $880K sold.

Private Client Services first reported a position in PIPR in Q1 2024 and held it in 2 quarters. The position peaked at $1.76M in Q1 2024. 357 funds tracked by Wall St. Rank hold PIPR as of Q2 2025.

  • Private Client Services reported no remaining Piper Sandler position as of Q2 2025 after selling out during the quarter.
  • Private Client Services sold 14,216 Piper Sandler shares in Q2 2025, an estimated $880K.
  • Private Client Services first reported a position in Piper Sandler in Q1 2024 and held it in 2 quarters.
  • Private Client Services's Piper Sandler position peaked at $1.76M in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.