Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Piper Sandler Companies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Piper Sandler Companies (PIPR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Piper Sandler Companies

Tip: Access up to 7 years of quarterly data

All positions including Piper Sandler Companies held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Piper Sandler Companies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 27k 76.55

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Piper Sandler Companies

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Invesco
Geode Capital Management
Goldman Sachs Group
Dimensional Fund Advisors
Alliancebernstein
Stephens Investment Management Group
Westwood Holdings
Fisher Investments
North Reef Capital Management
Jennifer Ranahan
Charles Schwab Investment Management

View all funds holding Piper Sandler Companies