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Sequoia Financial Advisors’s Piper Sandler PIPR Stock Holding History

Sequoia Financial 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 		$221K Buy
+3,055
New +$248K ﹤0.01% 1905
2026
Q1 		– Sell
-4,208
Closed -$357K – 2033
2025
Q4 		$357K Buy
4,208
+964
+30% +$81.4K ﹤0.01% 1468
2025
Q3 		$281K Buy
+3,244
New +$265K ﹤0.01% 1423

Other funds holding PIPR

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sequoia Financial Advisors's PIPR Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Piper Sandler (PIPR) in Q2 2026: 3,055 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1905 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in PIPR as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in PIPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $357K in Q4 2025. 49 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Sequoia Financial Advisors held 3,055 shares of Piper Sandler worth $221K as of Q2 2026.
  • Piper Sandler was a new Sequoia Financial Advisors position in Q2 2026.
  • Piper Sandler made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1905 holding.
  • Sequoia Financial Advisors first reported a position in Piper Sandler in Q3 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Piper Sandler position peaked at $357K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.