Destination Wealth Management
Position in PIPR — Piper Sandler Companies
CIK 1278573
WALNUT CREEK, CA
Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$431,146
-$24,785 QoQ
Shares Held
5,960
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#232
of 415 holders
Holding Since
Sep 2022
16 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, 2026Destination Wealth Management holds $7,719,928 across 5 Capital Markets names. PIPR ranks #4 (5.6% of the industry book) .
All Filings in PIPR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,146 | 5,960 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $455,931 | 5,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $510,244 | 1,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $521,178 | 1,502 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $417,465 | 1,502 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,765 | 1,489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $445,725 | 1,486 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $581,242 | 2,048 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $471,388 | 2,048 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $406,507 | 2,048 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $358,133 | 2,048 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $297,594 | 2,048 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $264,724 | 2,048 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $283,873 | 2,048 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $266,629 | 2,048 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $214,507 | 2,048 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||