Root Financial Partners
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
Q3 		$11.5K Buy
+174
New +$13K ﹤0.01% 1850
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's PIPR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Piper Sandler (PIPR) in Q3 2026: 174 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PIPR as recently as Q1 2026.

Root Financial Partners first reported a position in PIPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q4 2025. 329 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Root Financial Partners held 174 shares of Piper Sandler worth $11.5K as of Q3 2026.
  • Piper Sandler was a new Root Financial Partners position in Q3 2026.
  • Piper Sandler made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1850 holding.
  • Root Financial Partners first reported a position in Piper Sandler in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Piper Sandler position peaked at $13.9K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.