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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CCM

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 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. 105 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.
105 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.