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Atala Financial’s Plains GP Holdings PAGP Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-4,874
Closed -$104K – 355
2025
Q1 		$104K Hold
4,874
– – 0.08% 141
2024
Q4 		$89.6K Buy
+4,874
New +$90.6K 0.06% 152

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Atala Financial's PAGP Position: Q2 2025 in Review

Atala Financial sold out of Plains GP Holdings (PAGP) in Q2 2025, closing a stake of 4,874 shares — an estimated $104K sold.

Atala Financial first reported a position in PAGP in Q4 2024 and held it in 2 quarters. The position peaked at $104K in Q1 2025. 324 funds tracked by Wall St. Rank hold PAGP as of Q2 2025.

  • Atala Financial reported no remaining Plains GP Holdings position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 4,874 Plains GP Holdings shares in Q2 2025, an estimated $104K.
  • Atala Financial first reported a position in Plains GP Holdings in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Plains GP Holdings position peaked at $104K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.