CBIZ Investment Advisory Services’s Plains All American Pipeline PAA Stock Holding History

CBIZ Investment Advisory Services’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	$22.8K	Hold	1,021	–	–	﹤0.01%	121
2026 Q1	$22.8K	Hold	1,021	–	–	﹤0.01%	121
2025 Q4	$18.3K	Hold	1,021	–	–	﹤0.01%	280
2025 Q3	$17.4K	Hold	1,021	–	–	﹤0.01%	266
2025 Q2	$18.7K	Buy	+1,021	New	+$17.8K	﹤0.01%	272

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 $39B AUM 18.55% 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

CBIZ Investment Advisory Services's PAA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 1,021 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

CBIZ Investment Advisory Services first reported a position in PAA in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

CBIZ Investment Advisory Services held 1,021 shares of Plains All American Pipeline worth $22.8K as of Q2 2026.
CBIZ Investment Advisory Services left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #121 holding.
CBIZ Investment Advisory Services first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.