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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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. 374 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.
374 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.