Position in PIPR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,056,537
-$1,557,510 QoQ
Shares Held
52,992
+220.7% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. PIPR ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,932 | $15,170,292 | |
| 2 | MS |
Morgan Stanley
|
87,343 | $14,374,037 | |
| 3 | SCHW |
Schwab Charles Corp
|
130,739 | $12,286,850 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
70,556 | $4,732,189 | |
| 5 | SF |
Stifel Financial Corp
|
58,461 | $4,321,437 | |
| 6 | PIPR |
Piper Sandler Companies
This page
|
52,992 | $4,056,537 | |
| 7 | EVR |
Evercore Inc.
|
11,135 | $3,323,908 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
46,201 | $3,201,729 |
All Filings in PIPR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,056,537 | 52,992 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,614,047 | 16,526 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,316,952 | 18,205 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,484,839 | 16,136 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,777,805 | 15,254 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,461,156 | 14,873 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,955,606 | 17,461 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $4,090,351 | 17,771 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,701,243 | 18,647 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,470,120 | 19,844 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,076,793 | 21,174 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,841,393 | 21,982 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,202,861 | 23,107 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $3,077,561 | 23,639 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,441,489 | 23,310 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,622,696 | 23,136 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,911,387 | 22,182 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,038,967 | 22,626 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,395,454 | 24,523 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,177,199 | 24,523 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,083,780 | 9,884 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,666,282 | 26,425 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,527,233 | 20,921 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||