Rockefeller Capital Management’s Piper Sandler PIPR Stock Holding History

Rockefeller Capital 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 Q1	$199K	Buy	2,595 +1,211	+88%	+$99.4K	﹤0.01%	2499
2025 Q4	$118K	Buy	1,384 +576	+71%	+$48.6K	﹤0.01%	2639
2025 Q3	$70.1K	Buy	+808	New	+$65.9K	﹤0.01%	2753
2023 Q1	–	Sell	-136	Closed	-$4K	–	3367
2022 Q4	$4K	Hold	136	–	–	﹤0.01%	3395
2022 Q3	$3K	Sell	136 -148	-52%	-$4.31K	﹤0.01%	3503
2022 Q2	$8K	Buy	284 +112	+65%	+$3.38K	﹤0.01%	3246
2022 Q1	$5K	Buy	172 +52	+43%	+$1.92K	﹤0.01%	3348
2021 Q4	$5K	Hold	120	–	–	﹤0.01%	3284
2021 Q3	$4K	Hold	120	–	–	﹤0.01%	3255
2021 Q2	$3K	Sell	120 -240	-67%	-$7.35K	﹤0.01%	3181
2021 Q1	$9K	Buy	360 +292	+429%	+$7.74K	﹤0.01%	2646
2020 Q4	$1K	Buy	+68	New	+$1.54K	﹤0.01%	2765

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Rockefeller Capital Management's PIPR Position: Q1 2026 in Review

Rockefeller Capital Management increased its Piper Sandler (PIPR) stake by 88% in Q1 2026, buying an estimated $99.4K and bringing the position to 2,595 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Rockefeller Capital Management first reported a position in PIPR in Q4 2020 and has held it in 12 quarters since. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Rockefeller Capital Management held 2,595 shares of Piper Sandler worth $199K as of Q1 2026.
Rockefeller Capital Management bought 1,211 Piper Sandler shares in Q1 2026, an estimated $99.4K.
Piper Sandler made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2499 holding.
Rockefeller Capital Management first reported a position in Piper Sandler in Q4 2020 and has held it in 12 quarters since.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.