SFS
PIPR icon

Sowell Financial Services’s Piper Sandler PIPR Stock Holding History

Sowell Financial Services’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
-2,849
Closed -$218K – 1212
2026
Q1 		$218K Buy
2,849
+453
+19% +$37.2K 0.01% 1002
2025
Q4 		$203K Sell
2,396
-92
-4% -$7.77K 0.01% 1029
2025
Q3 		$216K Buy
+2,488
New +$203K 0.01% 975
2021
Q2 		– Sell
-44
Closed -$1K – 2105
2021
Q1 		$1K Sell
44
-184
-81% -$4.88K ﹤0.01% 2990
2020
Q4 		$6K Buy
228
+32
+16% +$726 ﹤0.01% 2222
2020
Q3 		$4K Buy
196
+44
+29% +$750 ﹤0.01% 2070
2020
Q2 		$2K Hold
152
– – ﹤0.01% 2190
2020
Q1 		$2K Hold
152
– – ﹤0.01% 2102
2019
Q4 		$3K Hold
152
– – ﹤0.01% 2088
2019
Q3 		$3K Buy
+152
New +$2.83K ﹤0.01% 1967

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

Sowell Financial Services's PIPR Position: Q2 2026 in Review

Sowell Financial Services sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 2,849 shares — an estimated $218K sold.

Sowell Financial Services first reported a position in PIPR in Q3 2019 and held it in 10 quarters. The position peaked at $218K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Sowell Financial Services reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,849 Piper Sandler shares in Q2 2026, an estimated $218K.
  • Sowell Financial Services first reported a position in Piper Sandler in Q3 2019 and held it in 10 quarters.
  • Sowell Financial Services's Piper Sandler position peaked at $218K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.