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WealthTrak Capital Management’s Piper Sandler PIPR Stock Holding History

WealthTrak Capital Management’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
2025
Q2 		– Sell
-4
Closed -$248 – 1040
2025
Q1 		$248 Buy
+4
New +$286 ﹤0.01% 812

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WealthTrak Capital Management's PIPR Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Piper Sandler (PIPR) in Q2 2025, closing a stake of 4 shares — an estimated $248 sold.

WealthTrak Capital Management first reported a position in PIPR in Q1 2025 and held it in 1 quarter. The position peaked at $248 in Q1 2025. 357 funds tracked by Wall St. Rank hold PIPR as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Piper Sandler position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 4 Piper Sandler shares in Q2 2025, an estimated $248.
  • WealthTrak Capital Management first reported a position in Piper Sandler in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Piper Sandler position peaked at $248 in Q1 2025.
  • 357 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.