Robertson Stephens Wealth Management, LLC
Position in PIPR — Piper Sandler Companies
CIK 1767307
San Francisco, CA
Position in PIPR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$704,260
+$494,999 QoQ
Shares Held
9,200
+273.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Robertson Stephens Wealth Management, LLC holds $22,034,785 across 8 Capital Markets names. PIPR ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
|
1,376,167 | $13,458,913 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,972 | $3,429,208 | |
| 3 | LAZ |
Lazard, Inc.
|
38,525 | $1,636,542 | |
| 4 | SCHW |
Schwab Charles Corp
|
9,165 | $861,326 | |
| 5 | GS |
Goldman Sachs Group Inc
|
970 | $820,610 | |
| 6 | MS |
Morgan Stanley
|
4,820 | $793,227 | |
| 7 | PIPR |
Piper Sandler Companies
This page
|
9,200 | $704,260 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
4,772 | $330,699 |
All Filings in PIPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,260 | 9,200 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $209,261 | 2,464 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||