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Wealth Preservation Advisors’s Piper Sandler PIPR Stock Holding History

Wealth Preservation 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 		– Sell
-604
Closed -$51.3K – 1156
2025
Q4 		$51.3K Hold
604
– – 0.03% 196
2025
Q3 		$52.4K Hold
604
– – 0.03% 184
2025
Q2 		$42K Hold
604
– – 0.03% 202
2025
Q1 		$37.4K Buy
+604
New +$43.2K 0.03% 203

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

Wealth Preservation Advisors's PIPR Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 604 shares — an estimated $51.3K sold.

Wealth Preservation Advisors first reported a position in PIPR in Q1 2025 and held it in 4 quarters. The position peaked at $52.4K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 604 Piper Sandler shares in Q1 2026, an estimated $51.3K.
  • Wealth Preservation Advisors first reported a position in Piper Sandler in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Piper Sandler position peaked at $52.4K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.