Beverly Hills Private Wealth’s Plains All American Pipeline PAA Stock Holding History

Beverly Hills Private Wealth’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	$232K	Hold	10,434	–	–	0.04%	226
2026 Q1	$233K	Hold	10,434	–	–	0.04%	306
2025 Q4	$187K	Hold	10,434	–	–	0.03%	323
2025 Q3	$178K	Hold	10,434	–	–	0.03%	330
2025 Q2	$191K	Hold	10,434	–	–	0.04%	328
2025 Q1	$209K	Buy	10,434 +119	+1%	+$2.35K	0.04%	327
2024 Q4	$176K	Buy	10,315 +113	+1%	+$1.97K	0.04%	323
2024 Q3	$177K	Buy	10,202 +110	+1%	+$1.97K	0.04%	325
2024 Q2	$180K	Buy	+10,092	New	+$176K	0.04%	339

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

Beverly Hills Private Wealth's PAA Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 10,434 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #226.

Beverly Hills Private Wealth first reported a position in PAA in Q2 2024 and has held it in 9 quarters since. The position peaked at $233K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Beverly Hills Private Wealth held 10,434 shares of Plains All American Pipeline worth $232K as of Q2 2026.
Beverly Hills Private Wealth left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #226 holding.
Beverly Hills Private Wealth first reported a position in Plains All American Pipeline in Q2 2024 and has held it in 9 quarters since.
Beverly Hills Private Wealth's Plains All American Pipeline position peaked at $233K in Q1 2026.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.