Position in PIPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,648,339
-$39,129 QoQ
Shares Held
22,786
+3.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 80 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $122,644,753 across 14 Capital Markets names. PIPR ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
57,430 | $58,082,979 | |
| 2 | SCHW |
Schwab Charles Corp
|
424,820 | $39,198,141 | |
| 3 | MS |
Morgan Stanley
|
69,210 | $14,467,658 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,034 | $2,410,129 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
133,539 | $1,777,404 | |
| 6 | PIPR |
Piper Sandler Companies
This page
|
22,786 | $1,648,339 | |
| 7 | GOLD |
Gold.com, Inc.
|
38,279 | $1,592,789 | |
| 8 | SNEX |
StoneX Group Inc.
|
8,014 | $949,659 |
All Filings in PIPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,648,339 | 22,786 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,687,468 | 22,044 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $397,120 | 4,676 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $407,019 | 4,692 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $269,045 | 3,872 | Shares | Sole | 2025-07-30 | |
| 2021-12-31 | $60,336 | 1,352 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||