Fiduciary Financial Group’s Plains GP Holdings PAGP Stock Holding History

Fiduciary Financial Group’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	$267K	Sell	11,019 -617	-5%	-$14.8K	0.03%	315
2026 Q1	$283K	Sell	11,636 -1,611	-12%	-$35.2K	0.04%	279
2025 Q4	$254K	Buy	13,247 +1,130	+9%	+$20.4K	0.04%	284
2025 Q3	$221K	Buy	12,117 +391	+3%	+$7.47K	0.03%	299
2025 Q2	$224K	Buy	11,726 +1,666	+17%	+$31K	0.04%	278
2025 Q1	$178K	Sell	10,060 -791	-7%	-$16.6K	0.04%	279
2024 Q4	$217K	Buy	+10,851	New	+$202K	0.05%	262

Other funds holding PAGP

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Fiduciary Financial Group's PAGP Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Plains GP Holdings (PAGP) stake by 5.3% in Q2 2026, selling an estimated $14.8K and leaving 11,019 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #315.

Fiduciary Financial Group first reported a position in PAGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q1 2026. 108 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Fiduciary Financial Group held 11,019 shares of Plains GP Holdings worth $267K as of Q2 2026.
Fiduciary Financial Group sold 617 Plains GP Holdings shares in Q2 2026, an estimated $14.8K.
Plains GP Holdings made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #315 holding.
Fiduciary Financial Group first reported a position in Plains GP Holdings in Q4 2024 and has held it in 7 quarters since.
Fiduciary Financial Group's Plains GP Holdings position peaked at $283K in Q1 2026.
108 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.