Brookwood Investment Group’s Plains All American Pipeline PAA Stock Holding History

Brookwood Investment Group’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	$312K	Sell	14,000 -690	-5%	-$15.3K	0.04%	393
2026 Q1	$328K	Sell	14,690 -387	-3%	-$7.87K	0.04%	374
2025 Q4	$271K	Sell	15,077 -1,306	-8%	-$22.2K	0.03%	413
2025 Q3	$279K	Buy	16,383 +4	+0%	+$72	0.04%	386
2025 Q2	$300K	Buy	16,379 +4	+0%	+$70	0.05%	335
2025 Q1	$328K	Buy	+16,375	New	+$324K	0.06%	301

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

Brookwood Investment Group's PAA Position: Q2 2026 in Review

Brookwood Investment Group reduced its Plains All American Pipeline (PAA) stake by 4.7% in Q2 2026, selling an estimated $15.3K and leaving 14,000 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #393.

Brookwood Investment Group first reported a position in PAA in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q1 2026. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Brookwood Investment Group held 14,000 shares of Plains All American Pipeline worth $312K as of Q2 2026.
Brookwood Investment Group sold 690 Plains All American Pipeline shares in Q2 2026, an estimated $15.3K.
Plains All American Pipeline made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #393 holding.
Brookwood Investment Group first reported a position in Plains All American Pipeline in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Plains All American Pipeline position peaked at $328K in Q1 2026.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.