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

Evermay 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 Q3	$47.4K	Hold	2,000	–	–	﹤0.01%	356
2026 Q2	$44.5K	Hold	2,000	–	–	﹤0.01%	369
2026 Q1	$44.7K	Hold	2,000	–	–	0.01%	329
2025 Q4	$35.9K	Hold	2,000	–	–	﹤0.01%	342
2025 Q3	$34.1K	Hold	2,000	–	–	﹤0.01%	346
2025 Q2	$36.6K	Hold	2,000	–	–	﹤0.01%	342
2025 Q1	$40K	Hold	2,000	–	–	0.01%	343
2024 Q4	$34.2K	Hold	2,000	–	–	0.01%	348
2024 Q3	$34.7K	Hold	2,000	–	–	0.01%	359
2024 Q2	$35.7K	Hold	2,000	–	–	0.01%	367
2024 Q1	$35.1K	Buy	+2,000	New	+$32.3K	0.01%	380

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Evermay Wealth Management's PAA Position: Q3 2026 in Review

Evermay Wealth Management held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 2,000 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Evermay Wealth Management first reported a position in PAA in Q1 2024 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Evermay Wealth Management held 2,000 shares of Plains All American Pipeline worth $47.4K as of Q3 2026.
Evermay Wealth Management left its Plains All American Pipeline share count unchanged in Q3 2026.
Plains All American Pipeline made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #356 holding.
Evermay Wealth Management first reported a position in Plains All American Pipeline in Q1 2024 and has held it in 11 quarters since.
358 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.