Position in PIPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$405,031
-$23,036 QoQ
Shares Held
5,599
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#235
of 414 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Parcion Private Wealth LLC holds $5,372,771 across 10 Capital Markets names. PIPR ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,897 | $2,486,948 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,321 | $490,968 | |
| 3 | GS |
Goldman Sachs Group Inc
|
434 | $438,934 | |
| 4 | EVR |
Evercore Inc.
|
1,200 | $409,728 | |
| 5 | PIPR |
Piper Sandler Companies
This page
|
5,599 | $405,031 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,373 | $338,244 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,704 | $335,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
786 | $221,400 |
All Filings in PIPR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,031 | 5,599 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $428,067 | 5,592 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $466,082 | 1,372 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $473,641 | 1,365 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $378,554 | 1,362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $336,817 | 1,360 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $407,932 | 1,360 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $385,981 | 1,360 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $313,031 | 1,360 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $269,946 | 1,360 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $239,746 | 1,371 | Shares | Sole | 2024-01-23 | |
| 2021-12-31 | $242,952 | 1,361 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $188,444 | 1,361 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||