RAFFA WEALTH MANAGEMENT, LLC’s Piper Sandler PIPR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$72	Buy	+1	New	+$81	﹤0.01%	1466
2017 Q1	–	Sell	-44	Closed	-$798	–	725
2016 Q4	$798	Hold	44	–	–	﹤0.01%	515
2016 Q3	$531	Hold	44	–	–	﹤0.01%	695
2016 Q2	$415	Hold	44	–	–	﹤0.01%	750
2016 Q1	$545	Hold	44	–	–	﹤0.01%	654
2015 Q4	$444	Hold	44	–	–	﹤0.01%	733
2015 Q3	$398	Hold	44	–	–	﹤0.01%	748
2015 Q2	$480	Hold	44	–	–	﹤0.01%	738
2015 Q1	$577	Hold	44	–	–	﹤0.01%	634
2014 Q4	$639	Hold	44	–	–	﹤0.01%	550
2014 Q3	$575	Buy	+44	New	+$587	﹤0.01%	548
2014 Q1	–	Sell	-44	Closed	-$639	–	608
2013 Q4	$639	Buy	+44	New	+$401	﹤0.01%	550

Other funds holding PIPR

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PIPR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Piper Sandler (PIPR) in Q2 2026: 1 share worth $72. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in PIPR as recently as Q4 2016.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PIPR in Q4 2013 and has held it in 12 quarters since. The position peaked at $798 in Q4 2016. 98 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Piper Sandler worth $72 as of Q2 2026.
Piper Sandler was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Piper Sandler made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1466 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Piper Sandler in Q4 2013 and has held it in 12 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Piper Sandler position peaked at $798 in Q4 2016.
98 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.