CWM
PAA icon

Cornerstone Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Cornerstone Wealth Management’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
Q3 		$902K Buy
38,026
+1
+0% +$24 0.04% 352
2026
Q2 		$846K Hold
38,025
– – 0.04% 364
2026
Q1 		$849K Sell
38,025
-299
-0.8% -$6.08K 0.04% 336
2025
Q4 		$688K Buy
38,324
+8,288
+28% +$141K 0.04% 355
2025
Q3 		$512K Hold
30,036
– – 0.03% 411
2025
Q2 		$550K Buy
30,036
+1
+0% +$17 0.03% 372
2025
Q1 		$601K Buy
30,035
+1
+0% +$20 0.04% 331
2024
Q4 		$513K Sell
30,034
-200
-0.7% -$3.48K 0.03% 352
2024
Q3 		$525K Buy
30,234
+14,930
+98% +$267K 0.04% 341
2024
Q2 		$273K Buy
15,304
+4
+0% +$70 0.02% 453
2024
Q1 		$269K Buy
15,300
+4
+0% +$65 0.02% 450
2023
Q4 		$232K Sell
15,296
-246
-2% -$3.76K 0.02% 469
2023
Q3 		$238K Buy
15,542
+4
+0% +$60 0.02% 472
2023
Q2 		$219K Buy
+15,538
New +$205K 0.02% 468
2022
Q3 		– Sell
-10,793
Closed -$106K – 455
2022
Q2 		$106K Buy
+10,793
New +$117K 0.01% 433
2021
Q1 		– Sell
-4,112
Closed -$34K – 480
2020
Q4 		$34K Buy
4,112
+1,664
+68% +$12.6K ﹤0.01% 417
2020
Q3 		$15K Buy
+2,448
New +$18.3K ﹤0.01% 386

Other funds holding PAA

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cornerstone Wealth Management's PAA Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Plains All American Pipeline (PAA) stake by 0% in Q3 2026, buying an estimated $24 and bringing the position to 38,026 shares worth $902K. The position accounts for 0.04% of the portfolio, ranked #352.

Cornerstone Wealth Management first reported a position in PAA in Q3 2020 and has held it in 17 quarters since. 319 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • Cornerstone Wealth Management held 38,026 shares of Plains All American Pipeline worth $902K as of Q3 2026.
  • Cornerstone Wealth Management bought 1 Plains All American Pipeline share in Q3 2026, an estimated $24.
  • Plains All American Pipeline made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #352 holding.
  • Cornerstone Wealth Management first reported a position in Plains All American Pipeline in Q3 2020 and has held it in 17 quarters since.
  • 319 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.