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

Private 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 		$4.92K Buy
+68
New +$5.51K ﹤0.01% 851
2026
Q1 		– Sell
-68
Closed -$5.78K – 1522
2025
Q4 		$5.78K Hold
68
– – ﹤0.01% 719
2025
Q3 		$5.9K Hold
68
– – ﹤0.01% 729
2025
Q2 		$4.72K Hold
68
– – ﹤0.01% 775
2025
Q1 		$4.21K Hold
68
– – ﹤0.01% 791
2024
Q4 		$5.1K Hold
68
– – ﹤0.01% 736
2024
Q3 		$4.83K Hold
68
– – ﹤0.01% 749
2024
Q2 		$3.91K Hold
68
– – ﹤0.01% 805
2024
Q1 		$3.38K Hold
68
– – ﹤0.01% 771
2023
Q4 		$2.97K Buy
+68
New +$2.59K ﹤0.01% 810

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 Management Group's PIPR Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Piper Sandler (PIPR) in Q2 2026: 68 shares worth $4.92K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in PIPR as recently as Q4 2025.

Private Wealth Management Group first reported a position in PIPR in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.9K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Private Wealth Management Group held 68 shares of Piper Sandler worth $4.92K as of Q2 2026.
  • Piper Sandler was a new Private Wealth Management Group position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #851 holding.
  • Private Wealth Management Group first reported a position in Piper Sandler in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Piper Sandler position peaked at $5.9K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.