Corient Private Wealth’s Plains All American Pipeline PAA Stock Holding History

Corient Private Wealth’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	$7.07M	Sell	317,624 -89,556	-22%	-$1.99M	0.01%	764
2026 Q1	$4.69M	Buy	407,180 +8,883	+2%	+$181K	0.01%	875
2025 Q4	$7.15M	Sell	398,297 -69,031	-15%	-$1.17M	0.01%	652
2025 Q3	$7.97M	Buy	467,328 +6,695	+1%	+$120K	0.01%	572
2025 Q2	$8.44M	Buy	460,633 +218,607	+90%	+$3.82M	0.01%	561
2025 Q1	$4.84M	Sell	242,026 -185,656	-43%	-$3.67M	0.01%	692
2024 Q4	$3.49M	Buy	427,682 +25,263	+6%	+$440K	0.01%	808
2024 Q3	$6.99M	Sell	402,419 -4,815	-1%	-$86.2K	0.01%	659
2024 Q2	$7.27M	Sell	407,234 -9,188	-2%	-$160K	0.01%	603
2024 Q1	$7.31M	Buy	416,422 +37,506	+10%	+$605K	0.01%	602
2023 Q4	$5.74M	Buy	378,916 +9,500	+3%	+$145K	0.01%	665
2023 Q3	$5.66M	Sell	369,416 -7,988	-2%	-$120K	0.01%	613
2023 Q2	$5.32M	Buy	377,404 +27,175	+8%	+$359K	0.01%	614
2023 Q1	$4.37M	Buy	350,229 +16,708	+5%	+$209K	0.01%	628
2022 Q4	$3.92M	Buy	+333,521	New	+$3.95M	0.01%	551

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 $32.9B AUM 23.66% 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

Corient Private Wealth's PAA Position: Q2 2026 in Review

Corient Private Wealth reduced its Plains All American Pipeline (PAA) stake by 22% in Q2 2026, selling an estimated $1.99M and leaving 317,624 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #764.

Corient Private Wealth first reported a position in PAA in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.44M in Q2 2025. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Corient Private Wealth held 317,624 shares of Plains All American Pipeline worth $7.07M as of Q2 2026.
Corient Private Wealth sold 89,556 Plains All American Pipeline shares in Q2 2026, an estimated $1.99M.
Plains All American Pipeline made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #764 holding.
Corient Private Wealth first reported a position in Plains All American Pipeline in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's Plains All American Pipeline position peaked at $8.44M in Q2 2025.
423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.