Position in PIPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,564,380
+$1,331,544 QoQ
Shares Held
35,449
+120.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#125
of 414 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 64%
Shared 36%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $10,201,677 across 6 Capital Markets names. PIPR ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
41,861 | $3,643,580 | |
| 2 | PIPR |
Piper Sandler Companies
This page
|
35,449 | $2,564,380 | |
| 3 | TW |
Tradeweb Markets Inc.
|
13,299 | $1,325,378 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,743 | $1,268,065 | |
| 5 | MS |
Morgan Stanley
|
3,905 | $816,300 | |
| 6 | SF |
Stifel Financial Corp
|
8,370 | $583,974 |
All Filings in PIPR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,564,380 | 35,449 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,232,836 | 16,105 | Shares | Defined | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||