Compass Financial Management’s Plains All American Pipeline PAA Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's PAA Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1067 holding.
404 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.