Truepoint Inc’s Piper Sandler PIPR Stock Holding History

Truepoint Inc’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	$595K	Hold	7,776	–	–	0.01%	97
2025 Q4	$660K	Hold	7,776	–	–	0.01%	93
2025 Q3	$675K	Hold	7,776	–	–	0.02%	90
2025 Q2	$540K	Hold	7,776	–	–	0.01%	98
2025 Q1	$481K	Hold	7,776	–	–	0.01%	97
2024 Q4	$583K	Hold	7,776	–	–	0.02%	84
2024 Q3	$552K	Hold	7,776	–	–	0.01%	85
2024 Q2	$447K	Hold	7,776	–	–	0.01%	89
2024 Q1	$386K	Hold	7,776	–	–	0.01%	97
2023 Q4	$340K	Buy	7,776 +4	+0.1%	+$152	0.01%	155
2023 Q3	$282K	Buy	7,772 +4	+0.1%	+$145	0.01%	156
2023 Q2	$251K	Buy	7,768 +4	+0.1%	+$132	0.01%	133
2023 Q1	$269K	Hold	7,764	–	–	0.01%	122
2022 Q4	$253K	Hold	7,764	–	–	0.01%	137
2022 Q3	$203K	Hold	7,764	–	–	0.01%	146
2022 Q2	$220K	Hold	7,764	–	–	0.01%	150
2022 Q1	$255K	Hold	7,764	–	–	0.01%	122
2021 Q4	$346K	Buy	+7,764	New	+$330K	0.02%	110

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 $7.3B AUM 41.96% 1-Year Est. Return

Truepoint Inc's PIPR Position: Q1 2026 in Review

Truepoint Inc held its Piper Sandler (PIPR) position steady in Q1 2026 at 7,776 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #97.

Truepoint Inc first reported a position in PIPR in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Truepoint Inc held 7,776 shares of Piper Sandler worth $595K as of Q1 2026.
Truepoint Inc left its Piper Sandler share count unchanged in Q1 2026.
Piper Sandler made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #97 holding.
Truepoint Inc first reported a position in Piper Sandler in Q4 2021 and has held it in 18 quarters since.
Truepoint Inc's Piper Sandler position peaked at $675K in Q3 2025.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.