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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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

Root Financial Partners's PIPR Position: Q1 2026 in Review

Root Financial Partners reduced its Piper Sandler (PIPR) stake by 8.5% in Q1 2026, selling an estimated $1.15K and leaving 150 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Root Financial Partners first reported a position in PIPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.9K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Root Financial Partners held 150 shares of Piper Sandler worth $11.5K as of Q1 2026.
  • Root Financial Partners sold 14 Piper Sandler shares in Q1 2026, an estimated $1.15K.
  • Piper Sandler made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1612 holding.
  • Root Financial Partners first reported a position in Piper Sandler in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Piper Sandler position peaked at $13.9K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.