Callahan Advisors’s Plains All American Pipeline PAA Stock Holding History

Callahan Advisors’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 Q1	$487K	Buy	21,794 +20	+0.1%	+$407	0.04%	133
2025 Q4	$391K	Buy	21,774 +21	+0.1%	+$357	0.03%	142
2025 Q3	$371K	Buy	21,753 +20	+0.1%	+$358	0.03%	134
2025 Q2	$398K	Buy	21,733 +19	+0.1%	+$332	0.04%	131
2025 Q1	$434K	Buy	21,714 +17	+0.1%	+$336	0.04%	129
2024 Q4	$371K	Buy	21,697 +16	+0.1%	+$278	0.03%	134
2024 Q3	$377K	Buy	21,681 +16	+0.1%	+$286	0.04%	122
2024 Q2	$387K	Buy	+21,665	New	+$378K	0.04%	122
2016 Q1	–	Sell	-9,065	Closed	-$209K	–	119
2015 Q4	$209K	Hold	9,065	–	–	0.06%	106
2015 Q3	$275K	Sell	9,065 -760	-8%	-$27.8K	0.08%	100
2015 Q2	$428K	Hold	9,825	–	–	0.12%	92
2015 Q1	$479K	Hold	9,825	–	–	0.14%	92
2014 Q4	$504K	Hold	9,825	–	–	0.15%	93
2014 Q3	$578K	Hold	9,825	–	–	0.18%	89
2014 Q2	$590K	Sell	9,825 -650	-6%	-$37K	0.19%	90
2014 Q1	$577K	Buy	10,475 +390	+4%	+$20.5K	0.2%	86
2013 Q4	$522K	Buy	10,085 +665	+7%	+$34K	0.18%	89
2013 Q3	$496K	Buy	9,420 +1,000	+12%	+$53.4K	0.19%	89
2013 Q2	$470K	Buy	+8,420	New	+$477K	0.19%	87

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callahan Advisors's PAA Position: Q1 2026 in Review

Callahan Advisors increased its Plains All American Pipeline (PAA) stake by 0.09% in Q1 2026, buying an estimated $407 and bringing the position to 21,794 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #133.

Callahan Advisors first reported a position in PAA in Q2 2013 and has held it in 19 quarters since. The position peaked at $590K in Q2 2014. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Callahan Advisors held 21,794 shares of Plains All American Pipeline worth $487K as of Q1 2026.
Callahan Advisors bought 20 Plains All American Pipeline shares in Q1 2026, an estimated $407.
Plains All American Pipeline made up 0.04% of Callahan Advisors's portfolio in Q1 2026, its #133 holding.
Callahan Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 19 quarters since.
Callahan Advisors's Plains All American Pipeline position peaked at $590K in Q2 2014.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.