Position in PIPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,941,605
-$120,345 QoQ
Shares Held
26,840
-0.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#143
of 415 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $56,879,638 across 12 Capital Markets names. PIPR ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,413 | $12,554,135 | |
| 2 | MS |
Morgan Stanley
|
45,471 | $9,505,257 | |
| 3 | WULF |
Terawulf Inc.
|
319,922 | $7,902,073 | |
| 4 | IREN |
IREN Ltd
|
166,475 | $7,612,901 | |
| 5 | SCHW |
Schwab Charles Corp
|
80,222 | $7,402,083 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
826,644 | $6,505,688 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
32,293 | $2,022,510 | |
| 8 | PIPR |
Piper Sandler Companies
This page
|
26,840 | $1,941,605 |
All Filings in PIPR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,605 | 26,840 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,061,950 | 26,936 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $10,756 | 31 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||