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Equibles

Orion Porfolio Solutions, LLC

Position in PIPR — Piper Sandler Companies

CIK 1360533 OMAHA, NE
Back to PIPR Full portfolio

Position in PIPR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,916,704
-$139,833 QoQ
Shares Held
54,143
+2.2% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#100
of 415 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026

Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. PIPR ranks #5 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 19,904 $20,130,308
2 MS
Morgan Stanley
 88,496 $18,499,203
3 SCHW
Schwab Charles Corp
 123,183 $11,366,095
4 SF
Stifel Financial Corp
 58,941 $4,112,313
5 PIPR
Piper Sandler Companies
This page 		54,143 $3,916,704
6 VIRT
Virtu Financial, Inc.
 61,185 $3,644,790
7 EVR
Evercore Inc.
 8,421 $2,875,266
8 PJT
PJT Partners Inc.
 18,203 $2,747,560

All Filings in PIPR

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,916,704 54,143
2026-03-31 $4,056,537 52,992
2025-12-31 $5,614,047 16,526
2025-09-30 $6,316,952 18,205
2025-06-30 $4,484,839 16,136
2025-03-31 $3,777,805 15,254
2024-12-31 $4,461,156 14,873
2024-09-30 $4,955,606 17,461
2024-06-30 $4,090,351 17,771
2024-03-31 $3,701,243 18,647
2023-12-31 $3,470,120 19,844
2023-09-30 $3,076,793 21,174
2023-06-30 $2,841,393 21,982
2023-03-31 $3,202,861 23,107
2022-12-31 $3,077,561 23,639
2022-09-30 $2,441,489 23,310
2022-06-30 $2,622,696 23,136
2022-03-31 $2,911,387 22,182
2021-12-31 $4,038,967 22,626
2021-09-30 $3,395,454 24,523
2021-06-30 $3,177,199 24,523
2021-03-31 $1,083,780 9,884
2020-12-31 $2,666,282 26,425
2020-09-30 $1,527,233 20,921