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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CCM

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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 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. 166 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.
166 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.