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Robertson Stephens Wealth Management’s Piper Sandler PIPR Stock Holding History

Robertson Stephens 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 		$651K Sell
9,001
-199
-2% -$16.1K 0.02% 400
2026
Q1 		$704K Sell
9,200
-656
-7% -$53.8K 0.02% 359
2025
Q4 		$837K Buy
+9,856
New +$832K 0.02% 342

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

Robertson Stephens Wealth Management's PIPR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Piper Sandler (PIPR) stake by 2.2% in Q2 2026, selling an estimated $16.1K and leaving 9,001 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #400.

Robertson Stephens Wealth Management first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $837K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Robertson Stephens Wealth Management held 9,001 shares of Piper Sandler worth $651K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 199 Piper Sandler shares in Q2 2026, an estimated $16.1K.
  • Piper Sandler made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Robertson Stephens Wealth Management first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Piper Sandler position peaked at $837K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.