Tarbox Family Office’s Piper Sandler PIPR Stock Holding History

Tarbox Family Office’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	$407K	Hold	5,316	–	–	0.07%	71
2025 Q4	$451K	Sell	5,316 -96	-2%	-$8.11K	0.07%	71
2025 Q3	$470K	Hold	5,412	–	–	0.07%	77
2025 Q2	$376K	Hold	5,412	–	–	0.06%	83
2025 Q1	$335K	Hold	5,412	–	–	0.06%	86
2024 Q4	$406K	Hold	5,412	–	–	0.07%	79
2024 Q3	$384K	Hold	5,412	–	–	0.06%	80
2024 Q2	$311K	Hold	5,412	–	–	0.05%	82
2024 Q1	$269K	Hold	5,412	–	–	0.05%	92
2023 Q4	$237K	Buy	+5,412	New	+$206K	0.05%	91
2022 Q2	–	Sell	-5,412	Closed	-$178K	–	746
2022 Q1	$178K	Hold	5,412	–	–	0.04%	98
2021 Q4	$242K	Hold	5,412	–	–	0.04%	117
2021 Q3	$187K	Hold	5,412	–	–	0.03%	135
2021 Q2	$175K	Hold	5,412	–	–	0.03%	144
2021 Q1	$148K	Hold	5,412	–	–	0.03%	129
2020 Q4	$137K	Hold	5,412	–	–	0.03%	132
2020 Q3	$99K	Hold	5,412	–	–	0.02%	145
2020 Q2	$80K	Hold	5,412	–	–	0.02%	153
2020 Q1	$68K	Hold	5,412	–	–	0.02%	151
2019 Q4	$108K	Hold	5,412	–	–	0.03%	134
2019 Q3	$102K	Hold	5,412	–	–	0.03%	123
2019 Q2	$100K	Buy	5,412 +96	+2%	+$1.81K	0.03%	125
2019 Q1	$97K	Hold	5,316	–	–	0.04%	120
2018 Q4	$88K	Hold	5,316	–	–	0.04%	119
2018 Q3	$101K	Hold	5,316	–	–	0.04%	119
2018 Q2	$102K	Hold	5,316	–	–	0.04%	118
2018 Q1	$110K	Hold	5,316	–	–	0.04%	123
2017 Q4	$115K	Hold	5,316	–	–	0.05%	115
2017 Q3	$79K	Hold	5,316	–	–	0.03%	133
2017 Q2	$80K	Hold	5,316	–	–	0.04%	121
2017 Q1	$85K	Hold	5,316	–	–	0.04%	103
2016 Q4	$96K	Hold	5,316	–	–	0.06%	77
2016 Q3	$64K	Hold	5,316	–	–	0.04%	93
2016 Q2	$50K	Hold	5,316	–	–	0.04%	106
2016 Q1	$66K	Hold	5,316	–	–	0.05%	93
2015 Q4	$54K	Hold	5,316	–	–	0.04%	90
2015 Q3	$48K	Hold	5,316	–	–	0.04%	95
2015 Q2	$58K	Hold	5,316	–	–	0.05%	89
2015 Q1	$70K	Hold	5,316	–	–	0.06%	79
2014 Q4	$77K	Hold	5,316	–	–	0.07%	77
2014 Q3	$69K	Hold	5,316	–	–	0.06%	87
2014 Q2	$68K	Sell	5,316 -2,628	-33%	-$29.6K	0.06%	87
2014 Q1	$93K	Hold	7,944	–	–	0.08%	84
2013 Q4	$79K	Buy	+7,944	New	+$72.4K	0.07%	104

Other funds holding PIPR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Tarbox Family Office's PIPR Position: Q1 2026 in Review

Tarbox Family Office held its Piper Sandler (PIPR) position steady in Q1 2026 at 5,316 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #71.

Tarbox Family Office first reported a position in PIPR in Q4 2013 and has held it in 44 quarters since. The position peaked at $470K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Tarbox Family Office held 5,316 shares of Piper Sandler worth $407K as of Q1 2026.
Tarbox Family Office left its Piper Sandler share count unchanged in Q1 2026.
Piper Sandler made up 0.07% of Tarbox Family Office's portfolio in Q1 2026, its #71 holding.
Tarbox Family Office first reported a position in Piper Sandler in Q4 2013 and has held it in 44 quarters since.
Tarbox Family Office's Piper Sandler position peaked at $470K in Q3 2025.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.