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Allworth Financial’s Plains All American Pipeline PAA Stock Holding History

Allworth Financial’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Sell
6,559
-505
-7% -$11.2K ﹤0.01% 1709
2026
Q1 		$158K Sell
7,064
-1,967
-22% -$40K ﹤0.01% 1543
2025
Q4 		$162K Buy
9,031
+135
+2% +$2.29K ﹤0.01% 1458
2025
Q3 		$152K Buy
8,896
+3,200
+56% +$57.3K ﹤0.01% 1448
2025
Q2 		$104K Buy
5,696
+4,552
+398% +$79.4K ﹤0.01% 1525
2025
Q1 		$20.8K Hold
1,144
– – ﹤0.01% 2056
2024
Q4 		$23.6K Hold
1,144
– – ﹤0.01% 1997
2024
Q3 		$19.9K Sell
1,144
-344
-23% -$6.16K ﹤0.01% 1916
2024
Q2 		$28K Sell
1,488
-100
-6% -$1.75K ﹤0.01% 1664
2024
Q1 		$27.9K Sell
1,588
-4,656
-75% -$75.2K ﹤0.01% 1583
2023
Q4 		$94.6K Hold
6,244
– – ﹤0.01% 967
2023
Q3 		$95.7K Buy
6,244
+5,111
+451% +$76.6K ﹤0.01% 895
2023
Q2 		$16K Buy
1,133
+500
+79% +$6.6K ﹤0.01% 1675
2023
Q1 		$7.89K Buy
+633
New +$7.9K ﹤0.01% 1876
2015
Q1 		– Hold
0
– – – 215

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's PAA Position: Q2 2026 in Review

Allworth Financial reduced its Plains All American Pipeline (PAA) stake by 7.1% in Q2 2026, selling an estimated $11.2K and leaving 6,559 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Allworth Financial first reported a position in PAA in Q1 2023 and has held it in 14 quarters since. The position peaked at $162K in Q4 2025. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Allworth Financial held 6,559 shares of Plains All American Pipeline worth $146K as of Q2 2026.
  • Allworth Financial sold 505 Plains All American Pipeline shares in Q2 2026, an estimated $11.2K.
  • Plains All American Pipeline made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1709 holding.
  • Allworth Financial first reported a position in Plains All American Pipeline in Q1 2023 and has held it in 14 quarters since.
  • Allworth Financial's Plains All American Pipeline position peaked at $162K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.