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Wood Tarver Financial Group’s Piper Sandler PIPR Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-980
Closed -$68K – 506
2025
Q2 		$68K Hold
980
– – 0.02% 258
2025
Q1 		$60.7K Hold
980
– – 0.02% 259
2024
Q4 		$73K Buy
+980
New +$76.3K 0.02% 224

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Wood Tarver Financial Group's PIPR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Piper Sandler (PIPR) in Q3 2025, closing a stake of 980 shares — an estimated $68K sold.

Wood Tarver Financial Group first reported a position in PIPR in Q4 2024 and held it in 3 quarters. The position peaked at $73K in Q4 2024. 382 funds tracked by Wall St. Rank hold PIPR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Piper Sandler position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 980 Piper Sandler shares in Q3 2025, an estimated $68K.
  • Wood Tarver Financial Group first reported a position in Piper Sandler in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Piper Sandler position peaked at $73K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.