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

Atala 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	$475K	Hold	21,349	–	–	0.29%	75
2026 Q1	$466K	Hold	21,349	–	–	0.31%	72
2025 Q4	$383K	Hold	21,349	–	–	0.24%	83
2025 Q3	$364K	Hold	21,349	–	–	0.23%	84
2025 Q2	$391K	Hold	21,349	–	–	0.27%	78
2025 Q1	$427K	Hold	21,349	–	–	0.31%	73
2024 Q4	$365K	Buy	+21,349	New	+$372K	0.26%	81

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Atala Financial's PAA Position: Q2 2026 in Review

Atala Financial held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 21,349 shares worth $475K. The position accounts for 0.29% of the portfolio, ranked #75.

Atala Financial first reported a position in PAA in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Atala Financial held 21,349 shares of Plains All American Pipeline worth $475K as of Q2 2026.
Atala Financial left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.29% of Atala Financial's portfolio in Q2 2026, its #75 holding.
Atala Financial first reported a position in Plains All American Pipeline in Q4 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.