Cascade Financial Partners’s Plains All American Pipeline PAA Stock Holding History

Cascade Financial Partners’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	$573K	Buy	25,659 +6,363	+33%	+$129K	0.06%	157
2025 Q4	$347K	Buy	19,296 +7,600	+65%	+$129K	0.04%	190
2025 Q3	$200K	Buy	11,696 +1,430	+14%	+$25.6K	0.02%	256
2025 Q2	$188K	Buy	+10,266	New	+$179K	0.02%	255

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

Cascade Financial Partners's PAA Position: Q1 2026 in Review

Cascade Financial Partners increased its Plains All American Pipeline (PAA) stake by 33% in Q1 2026, buying an estimated $129K and bringing the position to 25,659 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #157.

Cascade Financial Partners first reported a position in PAA in Q2 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Cascade Financial Partners held 25,659 shares of Plains All American Pipeline worth $573K as of Q1 2026.
Cascade Financial Partners bought 6,363 Plains All American Pipeline shares in Q1 2026, an estimated $129K.
Plains All American Pipeline made up 0.06% of Cascade Financial Partners's portfolio in Q1 2026, its #157 holding.
Cascade Financial Partners first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 4 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.