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 Q2	$571K	Hold	25,659	–	–	0.05%	169
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 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

Cascade Financial Partners's PAA Position: Q2 2026 in Review

Cascade Financial Partners held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 25,659 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #169.

Cascade Financial Partners first reported a position in PAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $573K in Q1 2026. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Cascade Financial Partners held 25,659 shares of Plains All American Pipeline worth $571K as of Q2 2026.
Cascade Financial Partners left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #169 holding.
Cascade Financial Partners first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 5 quarters since.
Cascade Financial Partners's Plains All American Pipeline position peaked at $573K in Q1 2026.
423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.