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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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

Twin Peaks Wealth Advisors's PIPR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Piper Sandler (PIPR) in Q1 2026: 380 shares worth $29.1K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PIPR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PIPR in Q2 2025 and has held it in 2 quarters since. The position peaked at $37.7K in Q2 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 380 shares of Piper Sandler worth $29.1K as of Q1 2026.
  • Piper Sandler was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Piper Sandler made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #584 holding.
  • Twin Peaks Wealth Advisors first reported a position in Piper Sandler in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Piper Sandler position peaked at $37.7K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.