Beacon Pointe Advisors’s Plains All American Pipeline PAA Stock Holding History

Beacon Pointe Advisors’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	$2.05M	Sell	92,081 -4,294	-4%	-$95.4K	0.01%	758
2026 Q1	$2.15M	Buy	96,375 +35,694	+59%	+$726K	0.01%	702
2025 Q4	$1.09M	Buy	60,681 +7,548	+14%	+$128K	0.01%	810
2025 Q3	$906K	Sell	53,133 -11,613	-18%	-$208K	0.01%	792
2025 Q2	$1.19M	Buy	+64,746	New	+$1.13M	0.01%	617
2025 Q1	–	Sell	-74,084	Closed	-$1.27M	–	1254
2024 Q4	$1.27M	Buy	74,084 +9,235	+14%	+$161K	0.01%	577
2024 Q3	$1.13M	Hold	64,849	–	–	0.01%	602
2024 Q2	$1.16M	Sell	64,849 -9,235	-12%	-$161K	0.01%	602
2024 Q1	$1.3M	Sell	74,084 -9,569	-11%	-$154K	0.01%	605
2023 Q4	$1.27M	Buy	83,653 +37,827	+83%	+$578K	0.02%	594
2023 Q3	$702K	Buy	45,826 +17,239	+60%	+$258K	0.01%	744
2023 Q2	$403K	Buy	+28,587	New	+$377K	0.01%	784
2023 Q1	–	Sell	-28,587	Closed	-$336K	–	1188
2022 Q4	$336K	Sell	28,587 -729	-2%	-$8.63K	0.01%	818
2022 Q3	$309K	Buy	29,316 +2,718	+10%	+$30.3K	0.01%	787
2022 Q2	$261K	Sell	26,598 -5,568	-17%	-$60.4K	0.01%	879
2022 Q1	$346K	Buy	32,166 +18,295	+132%	+$196K	﹤0.01%	928
2021 Q4	$130K	Buy	+13,871	New	+$139K	﹤0.01%	900
2021 Q3	–	Sell	-17,973	Closed	-$204K	–	953
2021 Q2	$204K	Buy	+17,973	New	+$185K	0.01%	791

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Beacon Pointe Advisors's PAA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Plains All American Pipeline (PAA) stake by 4.5% in Q2 2026, selling an estimated $95.4K and leaving 92,081 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #758.

Beacon Pointe Advisors first reported a position in PAA in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.15M in Q1 2026. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Beacon Pointe Advisors held 92,081 shares of Plains All American Pipeline worth $2.05M as of Q2 2026.
Beacon Pointe Advisors sold 4,294 Plains All American Pipeline shares in Q2 2026, an estimated $95.4K.
Plains All American Pipeline made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #758 holding.
Beacon Pointe Advisors first reported a position in Plains All American Pipeline in Q2 2021 and has held it in 18 quarters since.
Beacon Pointe Advisors's Plains All American Pipeline position peaked at $2.15M in Q1 2026.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.