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Twin Peaks Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Twin Peaks Wealth 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 		– Sell
-380
Closed -$29.1K – 1643
2026
Q1 		$29.1K Buy
+380
New +$31.2K 0.01% 584
2025
Q3 		– Sell
-448
Closed -$37.7K – 1560
2025
Q2 		$37.7K Buy
+448
New +$27.9K 0.01% 408

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

Twin Peaks Wealth Advisors's PIPR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Piper Sandler (PIPR) in Q2 2026, closing a stake of 380 shares — an estimated $29.1K sold.

Twin Peaks Wealth Advisors first reported a position in PIPR in Q2 2025 and held it in 2 quarters. The position peaked at $37.7K in Q2 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Piper Sandler position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 380 Piper Sandler shares in Q2 2026, an estimated $29.1K.
  • Twin Peaks Wealth Advisors first reported a position in Piper Sandler in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Piper Sandler position peaked at $37.7K in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.