EverSource Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

EverSource Wealth Advisors’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	$2.09K	Hold	86	–	–	﹤0.01%	3708
2026 Q1	$2.09K	Hold	86	–	–	﹤0.01%	3627
2025 Q4	$1.65K	Hold	86	–	–	﹤0.01%	3564
2025 Q3	$1.57K	Hold	86	–	–	﹤0.01%	3593
2025 Q2	$1.67K	Hold	86	–	–	﹤0.01%	3560
2025 Q1	$1.84K	Hold	86	–	–	﹤0.01%	2963
2024 Q4	$1.58K	Hold	86	–	–	﹤0.01%	2801
2024 Q3	$1.59K	Hold	86	–	–	﹤0.01%	2606
2024 Q2	$1.64K	Hold	86	–	–	﹤0.01%	2614
2024 Q1	$1.57K	Hold	86	–	–	﹤0.01%	2452
2023 Q4	$1.37K	Hold	86	–	–	﹤0.01%	2297
2023 Q3	$1.39K	Hold	86	–	–	﹤0.01%	2114
2023 Q2	$1.27K	Buy	+86	New	+$1.19K	﹤0.01%	2148

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

EverSource Wealth Advisors's PAGP Position: Q2 2026 in Review

EverSource Wealth Advisors held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 86 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

EverSource Wealth Advisors first reported a position in PAGP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.09K in Q1 2026. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

EverSource Wealth Advisors held 86 shares of Plains GP Holdings worth $2.09K as of Q2 2026.
EverSource Wealth Advisors left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3708 holding.
EverSource Wealth Advisors first reported a position in Plains GP Holdings in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Plains GP Holdings position peaked at $2.09K in Q1 2026.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.