Dakota Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Dakota Wealth Management’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$975K	Sell	40,167 -2,204	-5%	-$52.9K	0.02%	435
2026 Q1	$1.03M	Buy	42,371 +76	+0.2%	+$1.66K	0.02%	396
2025 Q4	$810K	Sell	42,295 -2,389	-5%	-$43.1K	0.01%	448
2025 Q3	$815K	Buy	44,684 +3,505	+9%	+$67K	0.02%	388
2025 Q2	$800K	Buy	41,179 +820	+2%	+$15.3K	0.02%	429
2025 Q1	$862K	Buy	+40,359	New	+$849K	0.02%	403

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dakota Wealth Management's PAGP Position: Q2 2026 in Review

Dakota Wealth Management reduced its Plains GP Holdings (PAGP) stake by 5.2% in Q2 2026, selling an estimated $52.9K and leaving 40,167 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #435.

Dakota Wealth Management first reported a position in PAGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2026. 343 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Dakota Wealth Management held 40,167 shares of Plains GP Holdings worth $975K as of Q2 2026.
Dakota Wealth Management sold 2,204 Plains GP Holdings shares in Q2 2026, an estimated $52.9K.
Plains GP Holdings made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #435 holding.
Dakota Wealth Management first reported a position in Plains GP Holdings in Q1 2025 and has held it in 6 quarters since.
Dakota Wealth Management's Plains GP Holdings position peaked at $1.03M in Q1 2026.
343 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.