Caldwell Sutter Capital’s Plains All American Pipeline PAA Stock Holding History

Caldwell Sutter Capital’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	$217K	Hold	9,758	–	–	0.08%	211
2026 Q1	$218K	Buy	9,758 +160	+2%	+$3.25K	0.09%	207
2025 Q4	$172K	Buy	9,598 +180	+2%	+$3.06K	0.07%	230
2025 Q3	$161K	Buy	9,418 +131	+1%	+$2.35K	0.07%	235
2025 Q2	$170K	Buy	9,287 +45	+0.5%	+$785	0.08%	225
2025 Q1	$185K	Hold	9,242	–	–	0.09%	207
2024 Q4	$158K	Buy	9,242 +104	+1%	+$1.81K	0.07%	228
2024 Q3	$159K	Hold	9,138	–	–	0.07%	228
2024 Q2	$163K	Sell	9,138 -550	-6%	-$9.6K	0.08%	220
2024 Q1	$170K	Sell	9,688 -421	-4%	-$6.8K	0.08%	219
2023 Q4	$153K	Sell	10,109 -388	-4%	-$5.93K	0.08%	224
2023 Q3	$161K	Sell	10,497 -411	-4%	-$6.16K	0.09%	203
2023 Q2	$154K	Buy	10,908 +3,075	+39%	+$40.6K	0.08%	209
2023 Q1	$97.7K	Buy	+7,833	New	+$97.8K	0.07%	191

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

Caldwell Sutter Capital's PAA Position: Q2 2026 in Review

Caldwell Sutter Capital held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 9,758 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #211.

Caldwell Sutter Capital first reported a position in PAA in Q1 2023 and has held it in 14 quarters since. The position peaked at $218K in Q1 2026. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Caldwell Sutter Capital held 9,758 shares of Plains All American Pipeline worth $217K as of Q2 2026.
Caldwell Sutter Capital left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.08% of Caldwell Sutter Capital's portfolio in Q2 2026, its #211 holding.
Caldwell Sutter Capital first reported a position in Plains All American Pipeline in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Plains All American Pipeline position peaked at $218K in Q1 2026.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.