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Wealthspire Advisors (New York)’s Piper Sandler PIPR Stock Holding History

Wealthspire Advisors (New York)’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 		$2.06M Buy
+26,936
New +$2.21M 0.02% 285
2025
Q4 		– Sell
-124
Closed -$10.8K – 2366
2025
Q3 		$10.8K Buy
+124
New +$10.1K ﹤0.01% 1986

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

Wealthspire Advisors (New York)'s PIPR Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Piper Sandler (PIPR) in Q1 2026: 26,936 shares worth $2.06M. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in PIPR as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in PIPR in Q3 2025 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Wealthspire Advisors (New York) held 26,936 shares of Piper Sandler worth $2.06M as of Q1 2026.
  • Piper Sandler was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Piper Sandler made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #285 holding.
  • Wealthspire Advisors (New York) first reported a position in Piper Sandler in Q3 2025 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.