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Vestmark Advisory Solutions’s Piper Sandler PIPR Stock Holding History

Vestmark Advisory Solutions’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 		$986K Sell
13,628
-610
-4% -$49.5K 0.01% 962
2026
Q1 		$1.09M Sell
14,238
-514
-3% -$42.2K 0.01% 839
2025
Q4 		$1.25M Buy
+14,752
New +$1.25M 0.02% 728

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

Vestmark Advisory Solutions's PIPR Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Piper Sandler (PIPR) stake by 4.3% in Q2 2026, selling an estimated $49.5K and leaving 13,628 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #962.

Vestmark Advisory Solutions first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Vestmark Advisory Solutions held 13,628 shares of Piper Sandler worth $986K as of Q2 2026.
  • Vestmark Advisory Solutions sold 610 Piper Sandler shares in Q2 2026, an estimated $49.5K.
  • Piper Sandler made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #962 holding.
  • Vestmark Advisory Solutions first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Vestmark Advisory Solutions's Piper Sandler position peaked at $1.25M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.