Bank of Montreal’s Plains All American Pipeline PAA Stock Holding History

Bank of Montreal’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
2020 Q1	–	Sell	-18,100	Closed	-$333K	–	4534
2019 Q4	$333K	Buy	+18,100	New	+$333K	﹤0.01%	2887
2016 Q3	–	Sell	-30,000	Closed	-$825K	–	4152
2016 Q2	$825K	Buy	+30,000	New	+$726K	﹤0.01%	1931

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CCM

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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

EIP

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

Bank of Montreal's PAA Position: Q2 2026 in Review

Bank of Montreal reduced its Plains All American Pipeline (PAA) stake by 28% in Q2 2026, selling an estimated $83.9K and leaving 9,673 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

Bank of Montreal first reported a position in PAA in Q2 2013 and has held it in 42 quarters since. The position peaked at $212M in Q4 2019. 311 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Bank of Montreal held 9,673 shares of Plains All American Pipeline worth $215K as of Q2 2026.
Bank of Montreal sold 3,775 Plains All American Pipeline shares in Q2 2026, an estimated $83.9K.
Plains All American Pipeline made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2963 holding.
Bank of Montreal first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 42 quarters since.
Bank of Montreal's Plains All American Pipeline position peaked at $212M in Q4 2019.
311 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.