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Round Rock Advisors’s Piper Sandler PIPR Stock Holding History

Round Rock Advisors’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 		$354K Hold
4,894
– – 0.05% 258
2026
Q1 		$375K Buy
4,894
+2,050
+72% +$168K 0.06% 227
2025
Q4 		$242K Buy
+2,844
New +$240K 0.04% 304

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

Round Rock Advisors's PIPR Position: Q2 2026 in Review

Round Rock Advisors held its Piper Sandler (PIPR) position steady in Q2 2026 at 4,894 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #258.

Round Rock Advisors first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Round Rock Advisors held 4,894 shares of Piper Sandler worth $354K as of Q2 2026.
  • Round Rock Advisors left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up 0.05% of Round Rock Advisors's portfolio in Q2 2026, its #258 holding.
  • Round Rock Advisors first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Round Rock Advisors's Piper Sandler position peaked at $375K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.