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Confluence Wealth Services’s Plains All American Pipeline PAA Stock Holding History

Confluence Wealth Services’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 		$216K Buy
+9,694
New +$215K 0.01% 450
2022
Q1 		– Sell
-4,000
Closed -$37K – 878
2021
Q4 		$37K Buy
+4,000
New +$40.2K 0.01% 551

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Confluence Wealth Services's PAA Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 9,694 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in PAA as recently as Q4 2021.

Confluence Wealth Services first reported a position in PAA in Q4 2021 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Confluence Wealth Services held 9,694 shares of Plains All American Pipeline worth $216K as of Q2 2026.
  • Plains All American Pipeline was a new Confluence Wealth Services position in Q2 2026.
  • Plains All American Pipeline made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #450 holding.
  • Confluence Wealth Services first reported a position in Plains All American Pipeline in Q4 2021 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.