Spirepoint Private Client’s Piper Sandler PIPR Stock Holding History

Spirepoint Private Client’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	$305K	Buy	4,221 +231	+6%	+$18.7K	0.02%	266
2026 Q1	$305K	Buy	3,990 +398	+11%	+$32.7K	0.03%	250
2025 Q4	$305K	Buy	3,592 +148	+4%	+$12.5K	0.03%	239
2025 Q3	$299K	Buy	3,444 +64	+2%	+$5.22K	0.03%	220
2025 Q2	$235K	Sell	3,380 -36	-1%	-$2.24K	0.03%	211
2025 Q1	$212K	Buy	3,416 +116	+4%	+$8.3K	0.03%	204
2024 Q4	$248K	Sell	3,300 -60	-2%	-$4.67K	0.03%	190
2024 Q3	$238K	Buy	+3,360	New	+$220K	0.03%	188

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Spirepoint Private Client's PIPR Position: Q2 2026 in Review

Spirepoint Private Client increased its Piper Sandler (PIPR) stake by 5.8% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,221 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #266.

Spirepoint Private Client first reported a position in PIPR in Q3 2024 and has held it in 8 quarters since. The position peaked at $305K in Q1 2026. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Spirepoint Private Client held 4,221 shares of Piper Sandler worth $305K as of Q2 2026.
Spirepoint Private Client bought 231 Piper Sandler shares in Q2 2026, an estimated $18.7K.
Piper Sandler made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #266 holding.
Spirepoint Private Client first reported a position in Piper Sandler in Q3 2024 and has held it in 8 quarters since.
Spirepoint Private Client's Piper Sandler position peaked at $305K in Q1 2026.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.