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 Q3	$506K	Hold	21,349	–	–	0.29%	76
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

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Atala Financial's PAA Position: Q3 2026 in Review

Atala Financial held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 21,349 shares worth $506K. The position accounts for 0.29% of the portfolio, ranked #76.

Atala Financial first reported a position in PAA in Q4 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Atala Financial held 21,349 shares of Plains All American Pipeline worth $506K as of Q3 2026.
Atala Financial left its Plains All American Pipeline share count unchanged in Q3 2026.
Plains All American Pipeline made up 0.29% of Atala Financial's portfolio in Q3 2026, its #76 holding.
Atala Financial first reported a position in Plains All American Pipeline in Q4 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.