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SFS
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
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
–
2107
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
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30.48%
1-Year Est. Return
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$1.91T AUM
VCM
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$4.04T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
SIMG
Stephens Investment Management Group
Houston, Texas
$7.3B AUM
41.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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