Transamerica Financial Advisors’s Piper Sandler PIPR Stock Holding History

Transamerica Financial Advisors’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	$27.8K	Sell	384 -31	-7%	-$2.51K	﹤0.01%	801
2026 Q1	$31.8K	Buy	415 +155	+60%	+$12.7K	﹤0.01%	722
2025 Q4	$22.1K	Buy	260 +28	+12%	+$2.37K	﹤0.01%	698
2025 Q3	$19.8K	Buy	+232	New	+$18.9K	﹤0.01%	607
2014 Q3	–	Sell	-4	Closed	-$1K	–	712
2014 Q2	$1K	Hold	4	–	–	﹤0.01%	647
2014 Q1	$1K	Hold	4	–	–	﹤0.01%	610
2013 Q4	$1K	Buy	+4	New	+$36	﹤0.01%	578

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

Transamerica Financial Advisors's PIPR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Piper Sandler (PIPR) stake by 7.5% in Q2 2026, selling an estimated $2.51K and leaving 384 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Transamerica Financial Advisors first reported a position in PIPR in Q4 2013 and has held it in 7 quarters since. The position peaked at $31.8K in Q1 2026. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Transamerica Financial Advisors held 384 shares of Piper Sandler worth $27.8K as of Q2 2026.
Transamerica Financial Advisors sold 31 Piper Sandler shares in Q2 2026, an estimated $2.51K.
Piper Sandler made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #801 holding.
Transamerica Financial Advisors first reported a position in Piper Sandler in Q4 2013 and has held it in 7 quarters since.
Transamerica Financial Advisors's Piper Sandler position peaked at $31.8K in Q1 2026.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.