True Wealth Design’s Piper Sandler PIPR Stock Holding History

True Wealth Design’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	Sell	4 -8	-67%	-$649	﹤0.01%	2364
2026 Q1	$919	Hold	12	–	–	﹤0.01%	1831
2025 Q4	$1.02K	Hold	12	–	–	﹤0.01%	1695
2025 Q3	$1.04K	Hold	12	–	–	﹤0.01%	1730
2025 Q2	$834	Hold	12	–	–	﹤0.01%	1538
2025 Q1	$743	Buy	+12	New	+$859	﹤0.01%	1390

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

True Wealth Design's PIPR Position: Q2 2026 in Review

True Wealth Design reduced its Piper Sandler (PIPR) stake by 67% in Q2 2026, selling an estimated $649 and leaving 4 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

True Wealth Design first reported a position in PIPR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04K in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

True Wealth Design held 4 shares of Piper Sandler worth $290 as of Q2 2026.
True Wealth Design sold 8 Piper Sandler shares in Q2 2026, an estimated $649.
Piper Sandler made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2364 holding.
True Wealth Design first reported a position in Piper Sandler in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Piper Sandler position peaked at $1.04K in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.