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Financial Consulate’s Plains GP Holdings PAGP Stock Holding History

Financial Consulate’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 		$11.9K Buy
+490
New +$11.8K ﹤0.01% 623
2026
Q1 		– Sell
-100
Closed -$1.91K – 1464
2025
Q4 		$1.91K Hold
100
– – ﹤0.01% 899
2025
Q3 		$1.82K Buy
+100
New +$1.91K ﹤0.01% 789

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
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Financial Consulate's PAGP Position: Q2 2026 in Review

Financial Consulate opened a new position in Plains GP Holdings (PAGP) in Q2 2026: 490 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Financial Consulate previously reported a position in PAGP as recently as Q4 2025.

Financial Consulate first reported a position in PAGP in Q3 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Financial Consulate held 490 shares of Plains GP Holdings worth $11.9K as of Q2 2026.
  • Plains GP Holdings was a new Financial Consulate position in Q2 2026.
  • Plains GP Holdings made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #623 holding.
  • Financial Consulate first reported a position in Plains GP Holdings in Q3 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.