Bell Investment Advisors’s Plains GP Holdings PAGP Stock Holding History

Bell Investment 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	$2.35K	Hold	97	–	–	﹤0.01%	1281
2026 Q1	$2.36K	Buy	97 +57	+143%	+$1.24K	﹤0.01%	1281
2025 Q4	$766	Sell	40 -122	-75%	-$2.2K	﹤0.01%	1611
2025 Q3	$2.96K	Hold	162	–	–	﹤0.01%	1178
2025 Q2	$3.15K	Sell	162 -122	-43%	-$2.27K	﹤0.01%	1180
2025 Q1	$6.07K	Hold	284	–	–	﹤0.01%	825
2024 Q4	$5.22K	Buy	284 +122	+75%	+$2.27K	﹤0.01%	915
2024 Q3	$3K	Sell	162 -94	-37%	-$1.78K	﹤0.01%	1185
2024 Q2	$4.82K	Hold	256	–	–	﹤0.01%	938
2024 Q1	$4.67K	Hold	256	–	–	﹤0.01%	961
2023 Q4	$4.08K	Sell	256 -33	-11%	-$521	﹤0.01%	980
2023 Q3	$4.66K	Buy	289 +33	+13%	+$519	﹤0.01%	842
2023 Q2	$3.8K	Sell	256 -30	-10%	-$414	﹤0.01%	963
2023 Q1	$3.75K	Sell	286 -48	-14%	-$629	﹤0.01%	929
2022 Q4	$4.16K	Buy	334 +42	+14%	+$523	﹤0.01%	904
2022 Q3	$3K	Buy	+292	New	+$3.35K	﹤0.01%	962
2021 Q4	$1K	Sell	53 -85	-62%	-$915	﹤0.01%	1547
2021 Q3	$1K	Buy	+138	New	+$1.44K	﹤0.01%	1505

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

Bell Investment Advisors's PAGP Position: Q2 2026 in Review

Bell Investment Advisors held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 97 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Bell Investment Advisors first reported a position in PAGP in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.07K in Q1 2025. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Bell Investment Advisors held 97 shares of Plains GP Holdings worth $2.35K as of Q2 2026.
Bell Investment Advisors left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1281 holding.
Bell Investment Advisors first reported a position in Plains GP Holdings in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Plains GP Holdings position peaked at $6.07K in Q1 2025.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.