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

Concorde 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
2025 Q3	–	Sell	-300	Closed	-$5.5K	–	47
2025 Q2	$5.5K	Buy	+300	New	+$5.24K	﹤0.01%	49
2022 Q1	–	Sell	-300	Closed	-$3K	–	111
2021 Q4	$3K	Buy	+300	New	+$3.01K	﹤0.01%	123

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concorde Financial's PAA Position: Q3 2025 in Review

Concorde Financial sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 300 shares — an estimated $5.5K sold.

Concorde Financial first reported a position in PAA in Q4 2021 and held it in 2 quarters. The position peaked at $5.5K in Q2 2025. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Concorde Financial reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
Concorde Financial sold 300 Plains All American Pipeline shares in Q3 2025, an estimated $5.5K.
Concorde Financial first reported a position in Plains All American Pipeline in Q4 2021 and held it in 2 quarters.
Concorde Financial's Plains All American Pipeline position peaked at $5.5K in Q2 2025.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Concorde Financial's 13F filing for Q3 2025, filed 14 Nov 2025.