Bartlett & Co Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Bartlett & Co Wealth Management’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
2026 Q2	$146K	Hold	6,000	–	–	﹤0.01%	546
2026 Q1	$148K	Hold	6,000	–	–	﹤0.01%	503
2025 Q4	$115K	Hold	6,000	–	–	﹤0.01%	537
2025 Q3	$109K	Hold	6,000	–	–	﹤0.01%	545
2025 Q2	$117K	Hold	6,000	–	–	﹤0.01%	520
2025 Q1	$128K	Hold	6,000	–	–	﹤0.01%	505
2024 Q4	$110K	Hold	6,000	–	–	﹤0.01%	528
2024 Q3	$111K	Hold	6,000	–	–	﹤0.01%	530
2024 Q2	$113K	Hold	6,000	–	–	﹤0.01%	525
2024 Q1	$110K	Hold	6,000	–	–	﹤0.01%	538
2023 Q4	$95.5K	Hold	6,000	–	–	﹤0.01%	583
2023 Q3	$96.7K	Hold	6,000	–	–	﹤0.01%	547
2023 Q2	$89K	Buy	+6,000	New	+$82.9K	﹤0.01%	564
2021 Q1	–	Sell	-129	Closed	-$1.09K	–	1169
2020 Q4	$1.09K	Buy	+129	New	+$1K	﹤0.01%	1030

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 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bartlett & Co Wealth Management's PAGP Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 6,000 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Bartlett & Co Wealth Management first reported a position in PAGP in Q4 2020 and has held it in 14 quarters since. The position peaked at $148K in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Bartlett & Co Wealth Management held 6,000 shares of Plains GP Holdings worth $146K as of Q2 2026.
Bartlett & Co Wealth Management left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #546 holding.
Bartlett & Co Wealth Management first reported a position in Plains GP Holdings in Q4 2020 and has held it in 14 quarters since.
Bartlett & Co Wealth Management's Plains GP Holdings position peaked at $148K in Q1 2026.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.