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Bard Financial Services’s Plains GP Holdings PAGP Stock Holding History

Bard Financial Services’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
Q3 		$5.43M Buy
297,675
+1,000
+0.3% +$19.1K 0.6% 47
2025
Q2 		$5.76M Sell
296,675
-50
-0% -$931 0.69% 43
2025
Q1 		$6.34M Buy
296,725
+15,250
+5% +$321K 0.78% 39
2024
Q4 		$5.17M Buy
281,475
+500
+0.2% +$9.29K 0.62% 47
2024
Q3 		$5.2M Sell
280,975
-13,375
-5% -$254K 0.61% 43
2024
Q2 		$5.54M Buy
294,350
+3,650
+1% +$67K 0.57% 45
2024
Q1 		$5.31M Sell
290,700
-53,250
-15% -$898K 0.56% 48
2023
Q4 		$5.49M Sell
343,950
-30,800
-8% -$486K 0.62% 45
2023
Q3 		$6.04M Sell
374,750
-13,775
-4% -$217K 0.75% 39
2023
Q2 		$5.76M Sell
388,525
-24,900
-6% -$344K 0.44% 64
2023
Q1 		$5.42M Sell
413,425
-39,350
-9% -$516K 0.43% 61
2022
Q4 		$5.63M Sell
452,775
-7,550
-2% -$94.1K 0.48% 53
2022
Q3 		$5.02M Buy
460,325
+1,000
+0.2% +$11.5K 0.47% 54
2022
Q2 		$4.74M Sell
459,325
-21,600
-4% -$248K 0.43% 56
2022
Q1 		$5.55M Sell
480,925
-17,800
-4% -$205K 0.45% 56
2021
Q4 		$5.06M Buy
498,725
+4,100
+0.8% +$44.2K 0.41% 61
2021
Q3 		$5.33M Buy
494,625
+13,725
+3% +$144K 0.47% 58
2021
Q2 		$5.74M Buy
480,900
+8,925
+2% +$95.1K 0.51% 55
2021
Q1 		$4.44M Buy
471,975
+29,000
+7% +$271K 0.43% 63
2020
Q4 		$3.74M Buy
+442,975
New +$3.44M 0.37% 71

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Bard Financial Services's PAGP Position: Q3 2025 in Review

Bard Financial Services increased its Plains GP Holdings (PAGP) stake by 0.34% in Q3 2025, buying an estimated $19.1K and bringing the position to 297,675 shares worth $5.43M. The position accounts for 0.6% of the portfolio, ranked #47.

Bard Financial Services first reported a position in PAGP in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.34M in Q1 2025. 324 funds tracked by Wall St. Rank hold PAGP as of Q3 2025.

  • Bard Financial Services held 297,675 shares of Plains GP Holdings worth $5.43M as of Q3 2025.
  • Bard Financial Services bought 1,000 Plains GP Holdings shares in Q3 2025, an estimated $19.1K.
  • Plains GP Holdings made up 0.6% of Bard Financial Services's portfolio in Q3 2025, its #47 holding.
  • Bard Financial Services first reported a position in Plains GP Holdings in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Plains GP Holdings position peaked at $6.34M in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.