Concurrent Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Concurrent Investment Advisors’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	$671K	Buy	30,124 +509	+2%	+$11.3K	0.01%	1233
2026 Q1	$661K	Buy	29,615 +184	+0.6%	+$3.74K	0.01%	1086
2025 Q4	$529K	Buy	29,431 +1,572	+6%	+$26.7K	0.01%	1122
2025 Q3	$475K	Buy	27,859 +195	+0.7%	+$3.49K	0.01%	938
2025 Q2	$507K	Sell	27,664 -175	-0.6%	-$3.05K	0.01%	841
2025 Q1	$557K	Sell	27,839 -24	-0.1%	-$474	0.01%	719
2024 Q4	$476K	Buy	27,863 +21	+0.1%	+$365	0.01%	681
2024 Q3	$484K	Buy	27,842 +521	+2%	+$9.33K	0.01%	632
2024 Q2	$488K	Buy	27,321 +2,151	+9%	+$37.6K	0.02%	593
2024 Q1	$442K	Buy	25,170 +22	+0.1%	+$355	0.02%	580
2023 Q4	$381K	Buy	+25,148	New	+$384K	0.02%	566

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 $39B AUM 18.55% 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

Concurrent Investment Advisors's PAA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Plains All American Pipeline (PAA) stake by 1.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 30,124 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #1233.

Concurrent Investment Advisors first reported a position in PAA in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Concurrent Investment Advisors held 30,124 shares of Plains All American Pipeline worth $671K as of Q2 2026.
Concurrent Investment Advisors bought 509 Plains All American Pipeline shares in Q2 2026, an estimated $11.3K.
Plains All American Pipeline made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1233 holding.
Concurrent Investment Advisors first reported a position in Plains All American Pipeline in Q4 2023 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.