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TD Private Client Wealth’s Piper Sandler PIPR Stock Holding History

TD Private Client Wealth’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 		$289 Hold
4
– – ﹤0.01% 1615
2026
Q1 		$306 Buy
+4
New +$328 ﹤0.01% 1530
2025
Q2 		– Sell
-32
Closed -$1.98K – 1490
2025
Q1 		$1.98K Buy
+32
New +$2.29K ﹤0.01% 1192

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
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

TD Private Client Wealth's PIPR Position: Q2 2026 in Review

TD Private Client Wealth held its Piper Sandler (PIPR) position steady in Q2 2026 at 4 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

TD Private Client Wealth first reported a position in PIPR in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.98K in Q1 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • TD Private Client Wealth held 4 shares of Piper Sandler worth $289 as of Q2 2026.
  • TD Private Client Wealth left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1615 holding.
  • TD Private Client Wealth first reported a position in Piper Sandler in Q1 2025 and has held it in 3 quarters since.
  • TD Private Client Wealth's Piper Sandler position peaked at $1.98K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.