Steward Partners Investment Advisory’s Piper Sandler PIPR Stock Holding History

Steward Partners Investment Advisory’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	$663K	Buy	9,161 +8,777	+2,286%	+$712K	﹤0.01%	1541
2026 Q1	$29.4K	Sell	384 -260	-40%	-$21.3K	﹤0.01%	3049
2025 Q4	$54.7K	Buy	644 +32	+5%	+$2.7K	﹤0.01%	2623
2025 Q3	$53.1K	Buy	612 +168	+38%	+$13.7K	﹤0.01%	2578
2025 Q2	$30.9K	Hold	444	–	–	﹤0.01%	2723
2025 Q1	$27.5K	Hold	444	–	–	﹤0.01%	2662
2024 Q4	$33.3K	Hold	444	–	–	﹤0.01%	2548
2024 Q3	$31.5K	Hold	444	–	–	﹤0.01%	2454
2024 Q2	$25.5K	Hold	444	–	–	﹤0.01%	2416
2024 Q1	$22K	Hold	444	–	–	﹤0.01%	2482
2023 Q4	$19.4K	Hold	444	–	–	﹤0.01%	2420
2023 Q3	$16.1K	Buy	444 +384	+640%	+$13.9K	﹤0.01%	2413
2023 Q2	$1.94K	Hold	60	–	–	﹤0.01%	3027
2023 Q1	$2.08K	Sell	60 -848	-93%	-$30.2K	﹤0.01%	3012
2022 Q4	$29.6K	Buy	908 +696	+328%	+$22.7K	﹤0.01%	2061
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	2714
2022 Q2	$6K	Hold	212	–	–	﹤0.01%	2706
2022 Q1	$7K	Hold	212	–	–	﹤0.01%	2786
2021 Q4	$9K	Hold	212	–	–	﹤0.01%	2650
2021 Q3	$7K	Hold	212	–	–	﹤0.01%	2719
2021 Q2	$7K	Buy	212 +60	+39%	+$1.84K	﹤0.01%	6381
2021 Q1	$4.17K	Buy	+152	New	+$4.03K	﹤0.01%	3056

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

Steward Partners Investment Advisory's PIPR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Piper Sandler (PIPR) stake by 2,286% in Q2 2026, buying an estimated $712K and bringing the position to 9,161 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Steward Partners Investment Advisory first reported a position in PIPR in Q1 2021 and has held it in 22 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Steward Partners Investment Advisory held 9,161 shares of Piper Sandler worth $663K as of Q2 2026.
Steward Partners Investment Advisory bought 8,777 Piper Sandler shares in Q2 2026, an estimated $712K.
Piper Sandler made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1541 holding.
Steward Partners Investment Advisory first reported a position in Piper Sandler in Q1 2021 and has held it in 22 quarters since.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.