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

Evercore 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
2026 Q2	$445K	Buy	+20,000	New	+$444K	0.01%	296
2018 Q1	–	Sell	-1,007	Closed	-$21K	–	667
2017 Q4	$21K	Sell	1,007 -4,600	-82%	-$93.7K	﹤0.01%	723
2017 Q3	$119K	Hold	5,607	–	–	﹤0.01%	430
2017 Q2	$147K	Hold	5,607	–	–	0.01%	408
2017 Q1	$177K	Hold	5,607	–	–	0.01%	390
2016 Q4	$181K	Sell	5,607 -890	-14%	-$28.1K	0.01%	393
2016 Q3	$204K	Buy	6,497 +5,490	+545%	+$157K	0.01%	369
2016 Q2	$28K	Buy	+1,007	New	+$24.4K	﹤0.01%	701
2016 Q1	–	Sell	-100	Closed	-$2K	–	989
2015 Q4	$2K	Sell	100 -1,640	-94%	-$44.2K	﹤0.01%	976
2015 Q3	$53K	Sell	1,740 -40,830	-96%	-$1.49M	﹤0.01%	578
2015 Q2	$1.85M	Sell	42,570 -1,180	-3%	-$56.6K	0.08%	143
2015 Q1	$2.13M	Hold	43,750	–	–	0.1%	132
2014 Q4	$2.25M	Buy	43,750 +2,010	+5%	+$107K	0.11%	121
2014 Q3	$2.46M	Sell	41,740 -1,168	-3%	-$68.5K	0.12%	129
2014 Q2	$2.58M	Buy	42,908 +10,000	+30%	+$569K	0.13%	124
2014 Q1	$1.81M	Buy	32,908 +1,340	+4%	+$70.3K	0.1%	135
2013 Q4	$1.63M	Hold	31,568	–	–	0.09%	153
2013 Q3	$1.66M	Sell	31,568 -3,832	-11%	-$205K	0.1%	173
2013 Q2	$1.98M	Buy	+35,400	New	+$2M	0.11%	160

Other funds holding PAA

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

TCA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evercore Wealth Management's PAA Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 20,000 shares worth $445K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in PAA as recently as Q4 2017.

Evercore Wealth Management first reported a position in PAA in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.58M in Q2 2014. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Evercore Wealth Management held 20,000 shares of Plains All American Pipeline worth $445K as of Q2 2026.
Plains All American Pipeline was a new Evercore Wealth Management position in Q2 2026.
Plains All American Pipeline made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #296 holding.
Evercore Wealth Management first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 19 quarters since.
Evercore Wealth Management's Plains All American Pipeline position peaked at $2.58M in Q2 2014.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.