RFP
PIPR icon

Root Financial Partners’s Piper Sandler PIPR Stock Holding History

Root Financial Partners’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 		– Sell
-150
Closed -$11.5K – 2411
2026
Q1 		$11.5K Sell
150
-14
-9% -$1.15K ﹤0.01% 1612
2025
Q4 		$13.9K Buy
164
+12
+8% +$1.01K ﹤0.01% 1355
2025
Q3 		$13.2K Buy
+152
New +$12.4K ﹤0.01% 1320

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

Root Financial Partners's PIPR Position: Q2 2026 in Review

Root Financial Partners sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 150 shares — an estimated $11.5K sold.

Root Financial Partners first reported a position in PIPR in Q3 2025 and held it in 3 quarters. The position peaked at $13.9K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Root Financial Partners reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 150 Piper Sandler shares in Q2 2026, an estimated $11.5K.
  • Root Financial Partners first reported a position in Piper Sandler in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Piper Sandler position peaked at $13.9K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.