Arkadios Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

Arkadios Wealth Advisors’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	97,643 +1,629	+2%	+$39.1K	0.04%	474
2026 Q1	$2.33M	Buy	96,014 +3,390	+4%	+$74K	0.04%	452
2025 Q4	$1.77M	Buy	92,624 +16,735	+22%	+$302K	0.03%	487
2025 Q3	$1.38M	Buy	75,889 +631	+0.8%	+$12.1K	0.03%	521
2025 Q2	$1.46M	Buy	+75,258	New	+$1.4M	0.04%	432
2021 Q3	–	Sell	-850	Closed	-$10K	–	2000
2021 Q2	$10K	Sell	850 -1,716	-67%	-$18.3K	﹤0.01%	1542
2021 Q1	$24K	Buy	+2,566	New	+$24K	﹤0.01%	921

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Arkadios Wealth Advisors's PAGP Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Plains GP Holdings (PAGP) stake by 1.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 97,643 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #474.

Arkadios Wealth Advisors first reported a position in PAGP in Q1 2021 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Arkadios Wealth Advisors held 97,643 shares of Plains GP Holdings worth $2.37M as of Q2 2026.
Arkadios Wealth Advisors bought 1,629 Plains GP Holdings shares in Q2 2026, an estimated $39.1K.
Plains GP Holdings made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #474 holding.
Arkadios Wealth Advisors first reported a position in Plains GP Holdings in Q1 2021 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.