Rockefeller Capital Management
PIPR icon

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
Q2 		$168K Sell
2,319
-276
-11% -$22.4K ﹤0.01% 2693
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
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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's PIPR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Piper Sandler (PIPR) stake by 11% in Q2 2026, selling an estimated $22.4K and leaving 2,319 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Rockefeller Capital Management first reported a position in PIPR in Q4 2020 and has held it in 13 quarters since. The position peaked at $199K in Q1 2026. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Rockefeller Capital Management held 2,319 shares of Piper Sandler worth $168K as of Q2 2026.
  • Rockefeller Capital Management sold 276 Piper Sandler shares in Q2 2026, an estimated $22.4K.
  • Piper Sandler made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2693 holding.
  • Rockefeller Capital Management first reported a position in Piper Sandler in Q4 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's Piper Sandler position peaked at $199K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.