Diversify Advisory Services’s Plains GP Holdings PAGP Stock Holding History

Diversify Advisory Services’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	$508K	Buy	19,465 +3,560	+22%	+$85.4K	0.01%	856
2026 Q1	$385K	Buy	15,905 +6	+0%	+$131	0.06%	137
2025 Q4	$327K	Buy	15,899 +1,353	+9%	+$24.4K	0.01%	734
2025 Q3	$250K	Sell	14,546 -246	-2%	-$4.7K	0.01%	779
2025 Q2	$279K	Buy	+14,792	New	+$275K	0.01%	701

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

Diversify Advisory Services's PAGP Position: Q2 2026 in Review

Diversify Advisory Services increased its Plains GP Holdings (PAGP) stake by 22% in Q2 2026, buying an estimated $85.4K and bringing the position to 19,465 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #856.

Diversify Advisory Services first reported a position in PAGP in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Diversify Advisory Services held 19,465 shares of Plains GP Holdings worth $508K as of Q2 2026.
Diversify Advisory Services bought 3,560 Plains GP Holdings shares in Q2 2026, an estimated $85.4K.
Plains GP Holdings made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #856 holding.
Diversify Advisory Services first reported a position in Plains GP Holdings in Q2 2025 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.