COMPASS FINANCIAL MANAGEMENT LLC’s Plains All American Pipeline PAA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$9.66K	Buy	+434	New	+$9.64K	﹤0.01%	1067

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PAA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 434 shares worth $9.66K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

329 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 434 shares of Plains All American Pipeline worth $9.66K as of Q2 2026.
Plains All American Pipeline was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1067 holding.
329 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.