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Private Wealth Asset Management’s Piper Sandler PIPR Stock Holding History

Private Wealth Asset Management’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 		$30.4K Hold
420
– – ﹤0.01% 501
2026
Q1 		$32.2K Hold
420
– – ﹤0.01% 496
2025
Q4 		$35.7K Hold
420
– – ﹤0.01% 465
2025
Q3 		$36.4K Hold
420
– – ﹤0.01% 440
2025
Q2 		$29.2K Hold
420
– – ﹤0.01% 488
2025
Q1 		$26K Buy
+420
New +$30.1K ﹤0.01% 471

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

Private Wealth Asset Management's PIPR Position: Q2 2026 in Review

Private Wealth Asset Management held its Piper Sandler (PIPR) position steady in Q2 2026 at 420 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Private Wealth Asset Management first reported a position in PIPR in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.4K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Private Wealth Asset Management held 420 shares of Piper Sandler worth $30.4K as of Q2 2026.
  • Private Wealth Asset Management left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #501 holding.
  • Private Wealth Asset Management first reported a position in Piper Sandler in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Piper Sandler position peaked at $36.4K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.