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

Empirical 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
2025
Q4 		– Sell
-10,036
Closed -$171K – 960
2025
Q3 		$171K Buy
+10,036
New +$180K ﹤0.01% 772

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empirical Wealth Management's PAA Position: Q4 2025 in Review

Empirical Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 10,036 shares — an estimated $171K sold.

Empirical Wealth Management first reported a position in PAA in Q3 2025 and held it in 1 quarter. The position peaked at $171K in Q3 2025. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

  • Empirical Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 10,036 Plains All American Pipeline shares in Q4 2025, an estimated $171K.
  • Empirical Wealth Management first reported a position in Plains All American Pipeline in Q3 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Plains All American Pipeline position peaked at $171K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.