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Rothschild Investment LLC’s Piper Sandler PIPR Stock Holding History

Rothschild Investment LLC’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 		$10.1K Sell
140
-8
-5% -$649 ﹤0.01% 1870
2026
Q1 		$11.3K Buy
148
+40
+37% +$3.28K ﹤0.01% 1632
2025
Q4 		$9.17K Buy
108
+8
+8% +$676 ﹤0.01% 1603
2025
Q3 		$8.68K Sell
100
-28
-22% -$2.28K ﹤0.01% 1495
2025
Q2 		$8.89K Sell
128
-8
-6% -$498 ﹤0.01% 1262
2025
Q1 		$8.42K Buy
136
+44
+48% +$3.15K ﹤0.01% 1220
2024
Q4 		$6.9K Buy
92
+4
+5% +$311 ﹤0.01% 1242
2024
Q3 		$6.24K Buy
88
+44
+100% +$2.88K ﹤0.01% 1228
2024
Q2 		$2.53K Buy
44
+36
+450% +$1.84K ﹤0.01% 1325
2024
Q1 		$397 Buy
+8
New +$366 ﹤0.01% 1447

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

Rothschild Investment LLC's PIPR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Piper Sandler (PIPR) stake by 5.4% in Q2 2026, selling an estimated $649 and leaving 140 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Rothschild Investment LLC first reported a position in PIPR in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Rothschild Investment LLC held 140 shares of Piper Sandler worth $10.1K as of Q2 2026.
  • Rothschild Investment LLC sold 8 Piper Sandler shares in Q2 2026, an estimated $649.
  • Piper Sandler made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1870 holding.
  • Rothschild Investment LLC first reported a position in Piper Sandler in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Piper Sandler position peaked at $11.3K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.