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Sound Income Strategies’s Piper Sandler PIPR Stock Holding History

Sound Income Strategies’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 		– Sell
-110
Closed -$8.46K – 1857
2026
Q1 		$8.46K Buy
110
+2
+2% +$164 ﹤0.01% 1591
2025
Q4 		$10.2K Buy
+108
New +$9.12K ﹤0.01% 1458

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

Sound Income Strategies's PIPR Position: Q2 2026 in Review

Sound Income Strategies sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 110 shares — an estimated $8.46K sold.

Sound Income Strategies first reported a position in PIPR in Q4 2025 and held it in 2 quarters. The position peaked at $10.2K in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Sound Income Strategies reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 110 Piper Sandler shares in Q2 2026, an estimated $8.46K.
  • Sound Income Strategies first reported a position in Piper Sandler in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Piper Sandler position peaked at $10.2K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.