Xponance’s Piper Sandler PIPR Stock Holding History

Xponance’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	$495K	Buy	6,466 +938	+17%	+$77K	﹤0.01%	1021
2025 Q4	$469K	Buy	5,528 +16	+0.3%	+$1.35K	﹤0.01%	978
2025 Q3	$478K	Buy	5,512 +80	+1%	+$6.52K	﹤0.01%	982
2025 Q2	$377K	Buy	5,432 +212	+4%	+$13.2K	﹤0.01%	1052
2025 Q1	$323K	Buy	5,220 +256	+5%	+$18.3K	﹤0.01%	1077
2024 Q4	$372K	Buy	4,964 +424	+9%	+$33K	﹤0.01%	1050
2024 Q3	$322K	Buy	4,540 +136	+3%	+$8.89K	﹤0.01%	1069
2024 Q2	$253K	Buy	4,404 +192	+5%	+$9.84K	﹤0.01%	1104
2024 Q1	$209K	Buy	+4,212	New	+$192K	﹤0.01%	1178

Other funds holding PIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B 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

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return