Claris Financial’s Plains All American Pipeline PAA Stock Holding History

Claris Financial’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	$348K	Hold	15,591	–	–	0.19%	113
2025 Q4	$280K	Hold	15,591	–	–	0.15%	134
2025 Q3	$266K	Buy	15,591 +280	+2%	+$5.01K	0.15%	130
2025 Q2	$280K	Hold	15,311	–	–	0.21%	112
2025 Q1	$262K	Hold	15,311	–	–	0.17%	130
2024 Q4	$262K	Buy	+15,311	New	+$266K	0.17%	130

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

Claris Financial's PAA Position: Q1 2026 in Review

Claris Financial held its Plains All American Pipeline (PAA) position steady in Q1 2026 at 15,591 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #113.

Claris Financial first reported a position in PAA in Q4 2024 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Claris Financial held 15,591 shares of Plains All American Pipeline worth $348K as of Q1 2026.
Claris Financial left its Plains All American Pipeline share count unchanged in Q1 2026.
Plains All American Pipeline made up 0.19% of Claris Financial's portfolio in Q1 2026, its #113 holding.
Claris Financial first reported a position in Plains All American Pipeline in Q4 2024 and has held it in 6 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.