Concord Wealth Partners’s Plains GP Holdings PAGP Stock Holding History

Concord Wealth Partners’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.68K	Buy	+234	New	+$5.62K	﹤0.01%	640
2026 Q1	–	Sell	-234	Closed	-$4.48K	–	618
2025 Q4	$4.48K	Hold	234	–	–	﹤0.01%	634
2025 Q3	$4.27K	Hold	234	–	–	﹤0.01%	645
2025 Q2	$4.55K	Hold	234	–	–	﹤0.01%	645
2025 Q1	$5K	Sell	234 -62	-21%	-$1.3K	﹤0.01%	584
2024 Q4	$5.44K	Hold	296	–	–	﹤0.01%	594
2024 Q3	$5.48K	Buy	+296	New	+$5.62K	﹤0.01%	624
2024 Q2	–	Sell	-696	Closed	-$12.7K	–	902
2024 Q1	$12.7K	Buy	696 +431	+163%	+$7.27K	﹤0.01%	549
2023 Q4	$4.23K	Sell	265 -641	-71%	-$10.1K	﹤0.01%	657
2023 Q3	$14.6K	Hold	906	–	–	﹤0.01%	563
2023 Q2	$13.4K	Buy	906 +22	+2%	+$304	﹤0.01%	559
2023 Q1	$11.6K	Sell	884 -107	-11%	-$1.4K	﹤0.01%	571
2022 Q4	$12.3K	Buy	+991	New	+$12.4K	﹤0.01%	608
2022 Q3	–	Sell	-846	Closed	-$9K	–	828
2022 Q2	$9K	Hold	846	–	–	﹤0.01%	706
2022 Q1	$10K	Hold	846	–	–	﹤0.01%	785
2021 Q4	$9K	Sell	846 -16	-2%	-$172	﹤0.01%	811
2021 Q3	$9K	Sell	862 -138	-14%	-$1.44K	﹤0.01%	485
2021 Q2	$12K	Sell	1,000 -293	-23%	-$3.12K	﹤0.01%	598
2021 Q1	$12K	Sell	1,293 -42	-3%	-$392	﹤0.01%	560
2020 Q4	$11K	Buy	+1,335	New	+$10.4K	0.01%	357

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Concord Wealth Partners's PAGP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Plains GP Holdings (PAGP) in Q2 2026: 234 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PAGP as recently as Q4 2025.

Concord Wealth Partners first reported a position in PAGP in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.6K in Q3 2023. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Concord Wealth Partners held 234 shares of Plains GP Holdings worth $5.68K as of Q2 2026.
Plains GP Holdings was a new Concord Wealth Partners position in Q2 2026.
Plains GP Holdings made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #640 holding.
Concord Wealth Partners first reported a position in Plains GP Holdings in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's Plains GP Holdings position peaked at $14.6K in Q3 2023.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.