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Crescent Grove Advisors’s Plains All American Pipeline PAA Stock Holding History

Crescent Grove 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
Q1 		$926K Sell
41,453
-68,151
-62% -$1.39M 0.09% 139
2025
Q4 		$1.97M Sell
109,604
-29,056
-21% -$494K 0.18% 86
2025
Q3 		$2.37M Sell
138,660
-81,880
-37% -$1.47M 0.22% 75
2025
Q2 		$4.04M Buy
220,540
+20,175
+10% +$352K 0.39% 55
2025
Q1 		$4.01M Buy
200,365
+40,221
+25% +$795K 0.42% 50
2024
Q4 		$2.74M Sell
160,144
-13,800
-8% -$240K 0.27% 65
2024
Q3 		$3.02M Buy
173,944
+2,719
+2% +$48.7K 0.31% 56
2024
Q2 		$3.06M Sell
171,225
-17,490
-9% -$305K 0.34% 53
2024
Q1 		$3.31M Buy
188,715
+38,921
+26% +$628K 0.35% 52
2023
Q4 		$2.27M Sell
149,794
-36,476
-20% -$557K 0.25% 61
2023
Q3 		$2.85M Sell
186,270
-96,942
-34% -$1.45M 0.36% 50
2023
Q2 		$3.99M Buy
283,212
+72,978
+35% +$964K 0.43% 48
2023
Q1 		$2.62M Buy
210,234
+12,566
+6% +$157K 0.3% 55
2022
Q4 		$2.32M Buy
197,668
+24,226
+14% +$287K 0.24% 64
2022
Q3 		$1.82M Buy
+173,442
New +$1.94M 0.21% 60
2020
Q2 		– Sell
-32,731
Closed -$173K – 163
2020
Q1 		$173K Buy
32,731
+4,086
+14% +$56.1K 0.04% 129
2019
Q4 		$527K Hold
28,645
– – 0.09% 91
2019
Q3 		$594K Hold
28,645
– – 0.11% 82
2019
Q2 		$698K Sell
28,645
-504
-2% -$12K 0.13% 73
2019
Q1 		$714K Buy
29,149
+1,791
+7% +$42.3K 0.15% 76
2018
Q4 		$548K Hold
27,358
– – 0.12% 91
2018
Q3 		$684K Hold
27,358
– – 0.15% 73
2018
Q2 		$647K Buy
27,358
+2,520
+10% +$60.7K 0.16% 71
2018
Q1 		$547K Hold
24,838
– – 0.13% 76
2017
Q4 		$513K Hold
24,838
– – 0.13% 76
2017
Q3 		$526K Hold
24,838
– – 0.13% 74
2017
Q2 		$652K Buy
+24,838
New +$688K 0.19% 65

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crescent Grove Advisors's PAA Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Plains All American Pipeline (PAA) stake by 62% in Q1 2026, selling an estimated $1.39M and leaving 41,453 shares worth $926K. The position accounts for 0.09% of the portfolio, ranked #139.

Crescent Grove Advisors first reported a position in PAA in Q2 2017 and has held it in 27 quarters since. The position peaked at $4.04M in Q2 2025. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • Crescent Grove Advisors held 41,453 shares of Plains All American Pipeline worth $926K as of Q1 2026.
  • Crescent Grove Advisors sold 68,151 Plains All American Pipeline shares in Q1 2026, an estimated $1.39M.
  • Plains All American Pipeline made up 0.09% of Crescent Grove Advisors's portfolio in Q1 2026, its #139 holding.
  • Crescent Grove Advisors first reported a position in Plains All American Pipeline in Q2 2017 and has held it in 27 quarters since.
  • Crescent Grove Advisors's Plains All American Pipeline position peaked at $4.04M in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.