Stephens Consulting’s Piper Sandler PIPR Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-8	Closed	-$556	–	954
2025 Q2	$556	Sell	8 -12	-60%	-$748	﹤0.01%	879
2025 Q1	$1.24K	Buy	+20	New	+$1.43K	﹤0.01%	558

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stephens Consulting's PIPR Position: Q3 2025 in Review

Stephens Consulting sold out of Piper Sandler (PIPR) in Q3 2025, closing a stake of 8 shares — an estimated $556 sold.

Stephens Consulting first reported a position in PIPR in Q1 2025 and held it in 2 quarters. The position peaked at $1.24K in Q1 2025. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

Stephens Consulting reported no remaining Piper Sandler position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 8 Piper Sandler shares in Q3 2025, an estimated $556.
Stephens Consulting first reported a position in Piper Sandler in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Piper Sandler position peaked at $1.24K in Q1 2025.
382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.