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Rialto Wealth Management’s Piper Sandler PIPR Stock Holding History

Rialto Wealth 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 		$1.38K Sell
19
-1
-5% -$81 ﹤0.01% 1250
2026
Q1 		$1.53K Buy
20
+8
+67% +$656 ﹤0.01% 970
2025
Q4 		$1.02K Hold
12
– – ﹤0.01% 990
2025
Q3 		$1.04K Hold
12
– – ﹤0.01% 921
2025
Q2 		$834 Buy
+12
New +$748 ﹤0.01% 925

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

Rialto Wealth Management's PIPR Position: Q2 2026 in Review

Rialto Wealth Management reduced its Piper Sandler (PIPR) stake by 5% in Q2 2026, selling an estimated $81 and leaving 19 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Rialto Wealth Management first reported a position in PIPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Rialto Wealth Management held 19 shares of Piper Sandler worth $1.38K as of Q2 2026.
  • Rialto Wealth Management sold 1 Piper Sandler share in Q2 2026, an estimated $81.
  • Piper Sandler made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1250 holding.
  • Rialto Wealth Management first reported a position in Piper Sandler in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Piper Sandler position peaked at $1.53K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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