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 Q2	$562K	Sell	7,773 -3	-0%	-$243	0.01%	102
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 $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

Truepoint Inc's PIPR Position: Q2 2026 in Review

Truepoint Inc reduced its Piper Sandler (PIPR) stake by 0.04% in Q2 2026, selling an estimated $243 and leaving 7,773 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #102.

Truepoint Inc first reported a position in PIPR in Q4 2021 and has held it in 19 quarters since. The position peaked at $675K in Q3 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Truepoint Inc held 7,773 shares of Piper Sandler worth $562K as of Q2 2026.
Truepoint Inc sold 3 Piper Sandler shares in Q2 2026, an estimated $243.
Piper Sandler made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #102 holding.
Truepoint Inc first reported a position in Piper Sandler in Q4 2021 and has held it in 19 quarters since.
Truepoint Inc's Piper Sandler position peaked at $675K in Q3 2025.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.