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TFC Financial Management’s Piper Sandler PIPR Stock Holding History

TFC Financial Management’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 		$290 Hold
4
– – ﹤0.01% 809
2026
Q1 		$307 Hold
4
– – ﹤0.01% 755
2025
Q4 		$340 Hold
4
– – ﹤0.01% 732
2025
Q3 		$347 Hold
4
– – ﹤0.01% 751
2025
Q2 		$278 Buy
+4
New +$249 ﹤0.01% 741

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

TFC Financial Management's PIPR Position: Q2 2026 in Review

TFC Financial Management held its Piper Sandler (PIPR) position steady in Q2 2026 at 4 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #809.

TFC Financial Management first reported a position in PIPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $347 in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • TFC Financial Management held 4 shares of Piper Sandler worth $290 as of Q2 2026.
  • TFC Financial Management left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #809 holding.
  • TFC Financial Management first reported a position in Piper Sandler in Q2 2025 and has held it in 5 quarters since.
  • TFC Financial Management's Piper Sandler position peaked at $347 in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.