AC
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Apella Capital’s Plains All American Pipeline PAA Stock Holding History

Apella Capital’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 		$811K Buy
35,769
+2,080
+6% +$46.2K 0.01% 398
2026
Q1 		$708K Buy
+33,689
New +$685K 0.01% 405

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

Apella Capital's PAA Position: Q2 2026 in Review

Apella Capital increased its Plains All American Pipeline (PAA) stake by 6.2% in Q2 2026, buying an estimated $46.2K and bringing the position to 35,769 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #398.

Apella Capital first reported a position in PAA in Q1 2026 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Apella Capital held 35,769 shares of Plains All American Pipeline worth $811K as of Q2 2026.
  • Apella Capital bought 2,080 Plains All American Pipeline shares in Q2 2026, an estimated $46.2K.
  • Plains All American Pipeline made up 0.01% of Apella Capital's portfolio in Q2 2026, its #398 holding.
  • Apella Capital first reported a position in Plains All American Pipeline in Q1 2026 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.