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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

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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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. 342 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.
  • 342 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.