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

Diversify 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	$508K	Buy	19,465 +2,356	+14%	+$56.5K	0.01%	856
2026 Q1	$414K	Buy	+17,109	New	+$373K	0.01%	860
2024 Q3	–	Sell	-10,875	Closed	-$195K	–	491
2024 Q2	$195K	Buy	+10,875	New	+$200K	0.02%	418

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 Wealth Management's PAGP Position: Q2 2026 in Review

Diversify Wealth Management increased its Plains GP Holdings (PAGP) stake by 14% in Q2 2026, buying an estimated $56.5K and bringing the position to 19,465 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #856.

Diversify Wealth Management first reported a position in PAGP in Q2 2024 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Diversify Wealth Management held 19,465 shares of Plains GP Holdings worth $508K as of Q2 2026.
Diversify Wealth Management bought 2,356 Plains GP Holdings shares in Q2 2026, an estimated $56.5K.
Plains GP Holdings made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #856 holding.
Diversify Wealth Management first reported a position in Plains GP Holdings in Q2 2024 and has held it in 3 quarters since.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.