Beacon Pointe Advisors’s Plains GP Holdings PAGP Stock Holding History

Beacon Pointe Advisors’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	$502K	Buy	20,668 +9,344	+83%	+$224K	﹤0.01%	1336
2026 Q1	$275K	Buy	+11,324	New	+$247K	﹤0.01%	1584
2023 Q4	–	Sell	-36,158	Closed	-$583K	–	1373
2023 Q3	$583K	Buy	+36,158	New	+$569K	0.01%	818

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

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

Beacon Pointe Advisors increased its Plains GP Holdings (PAGP) stake by 83% in Q2 2026, buying an estimated $224K and bringing the position to 20,668 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Beacon Pointe Advisors first reported a position in PAGP in Q3 2023 and has held it in 3 quarters since. The position peaked at $583K in Q3 2023. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Beacon Pointe Advisors held 20,668 shares of Plains GP Holdings worth $502K as of Q2 2026.
Beacon Pointe Advisors bought 9,344 Plains GP Holdings shares in Q2 2026, an estimated $224K.
Plains GP Holdings made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1336 holding.
Beacon Pointe Advisors first reported a position in Plains GP Holdings in Q3 2023 and has held it in 3 quarters since.
Beacon Pointe Advisors's Plains GP Holdings position peaked at $583K in Q3 2023.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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