Provenance Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Provenance Wealth Advisors’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	$2.6K	Buy	+36	New	+$2.92K	﹤0.01%	429
2026 Q1	–	Sell	-36	Closed	-$3.06K	–	431
2025 Q4	$3.06K	Hold	36	–	–	﹤0.01%	360
2025 Q3	$3.12K	Hold	36	–	–	﹤0.01%	378
2025 Q2	$2.5K	Hold	36	–	–	﹤0.01%	376
2025 Q1	$2.23K	Hold	36	–	–	﹤0.01%	399
2024 Q4	$2.7K	Hold	36	–	–	﹤0.01%	403
2024 Q3	$2.55K	Hold	36	–	–	﹤0.01%	440
2024 Q2	$2.07K	Hold	36	–	–	﹤0.01%	374
2024 Q1	$1.79K	Hold	36	–	–	﹤0.01%	420
2023 Q4	$1.57K	Hold	36	–	–	﹤0.01%	487
2023 Q3	$1.31K	Buy	+36	New	+$1.3K	﹤0.01%	370

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

Provenance Wealth Advisors's PIPR Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Piper Sandler (PIPR) in Q2 2026: 36 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in PIPR as recently as Q4 2025.

Provenance Wealth Advisors first reported a position in PIPR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.12K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Provenance Wealth Advisors held 36 shares of Piper Sandler worth $2.6K as of Q2 2026.
Piper Sandler was a new Provenance Wealth Advisors position in Q2 2026.
Piper Sandler made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #429 holding.
Provenance Wealth Advisors first reported a position in Piper Sandler in Q3 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's Piper Sandler position peaked at $3.12K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.