Wellington Management Group’s Piper Sandler PIPR Stock Holding History

Wellington Management Group’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	$13.8M	Sell	190,115 -104,448	-35%	-$8.47M	﹤0.01%	1205
2026 Q1	$22.5M	Sell	294,563 -32,581	-10%	-$2.67M	﹤0.01%	956
2025 Q4	$27.8M	Sell	327,144 -115,808	-26%	-$9.78M	﹤0.01%	918
2025 Q3	$38.4M	Buy	+442,952	New	+$36.1M	0.01%	814
2023 Q2	–	Sell	-8,696	Closed	-$301K	–	1962
2023 Q1	$301K	Buy	+8,696	New	+$310K	﹤0.01%	1921
2021 Q2	–	Sell	-10,392	Closed	-$285K	–	2217
2021 Q1	$285K	Buy	+10,392	New	+$276K	﹤0.01%	1996
2017 Q2	–	Sell	-63,564	Closed	-$1.01M	–	2275
2017 Q1	$1.01M	Buy	+63,564	New	+$1.13M	﹤0.01%	1919
2014 Q2	–	Sell	-38,396	Closed	-$440K	–	2209
2014 Q1	$440K	Buy	+38,396	New	+$391K	﹤0.01%	2008

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wellington Management Group's PIPR Position: Q2 2026 in Review

Wellington Management Group reduced its Piper Sandler (PIPR) stake by 35% in Q2 2026, selling an estimated $8.47M and leaving 190,115 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Wellington Management Group first reported a position in PIPR in Q1 2014 and has held it in 8 quarters since. The position peaked at $38.4M in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Wellington Management Group held 190,115 shares of Piper Sandler worth $13.8M as of Q2 2026.
Wellington Management Group sold 104,448 Piper Sandler shares in Q2 2026, an estimated $8.47M.
Piper Sandler made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1205 holding.
Wellington Management Group first reported a position in Piper Sandler in Q1 2014 and has held it in 8 quarters since.
Wellington Management Group's Piper Sandler position peaked at $38.4M in Q3 2025.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.