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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
Q3 		$837K Sell
34,747
-1,022
-3% -$24.9K 0.01% 421
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

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Apella Capital's PAA Position: Q3 2026 in Review

Apella Capital reduced its Plains All American Pipeline (PAA) stake by 2.9% in Q3 2026, selling an estimated $24.9K and leaving 34,747 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #421.

Apella Capital first reported a position in PAA in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • Apella Capital held 34,747 shares of Plains All American Pipeline worth $837K as of Q3 2026.
  • Apella Capital sold 1,022 Plains All American Pipeline shares in Q3 2026, an estimated $24.9K.
  • Plains All American Pipeline made up 0.01% of Apella Capital's portfolio in Q3 2026, its #421 holding.
  • Apella Capital first reported a position in Plains All American Pipeline in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.