Capital Advisors Ltd’s Plains All American Pipeline PAA Stock Holding History

Capital Advisors Ltd’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	$11K	Buy	+486	New	+$10.8K	﹤0.01%	845
2015 Q4	–	Sell	-566	Closed	-$17K	–	341
2015 Q3	$17K	Hold	566	–	–	0.01%	229
2015 Q2	$25K	Hold	566	–	–	0.01%	233
2015 Q1	$28K	Hold	566	–	–	0.01%	220
2014 Q4	$29K	Hold	566	–	–	0.02%	206
2014 Q3	$33K	Hold	566	–	–	0.02%	203
2014 Q2	$34K	Hold	566	–	–	0.02%	208
2014 Q1	$31K	Buy	+566	New	+$29.7K	0.02%	211

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

Capital Advisors Ltd's PAA Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 486 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in PAA as recently as Q3 2015.

Capital Advisors Ltd first reported a position in PAA in Q1 2014 and has held it in 8 quarters since. The position peaked at $34K in Q2 2014. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Capital Advisors Ltd held 486 shares of Plains All American Pipeline worth $11K as of Q2 2026.
Plains All American Pipeline was a new Capital Advisors Ltd position in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #845 holding.
Capital Advisors Ltd first reported a position in Plains All American Pipeline in Q1 2014 and has held it in 8 quarters since.
Capital Advisors Ltd's Plains All American Pipeline position peaked at $34K in Q2 2014.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.