Focus Partners Wealth’s Plains All American Pipeline PAA Stock Holding History

Focus Partners Wealth’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 Q1	$14.6M	Sell	654,266 -3,420	-0.5%	-$69.5K	0.02%	592
2025 Q4	$11.8M	Buy	657,686 +622,070	+1,747%	+$10.6M	0.01%	649
2025 Q3	$608K	Buy	35,616 +12	+0%	+$215	﹤0.01%	1527
2025 Q2	$652K	Buy	35,604 +1,454	+4%	+$25.4K	﹤0.01%	1308
2025 Q1	$683K	Sell	34,150 -4,142	-11%	-$81.8K	﹤0.01%	1206
2024 Q4	$654K	Sell	38,292 -4,228	-10%	-$73.6K	﹤0.01%	1213
2024 Q3	$739K	Buy	42,520 +6,668	+19%	+$119K	﹤0.01%	1024
2024 Q2	$640K	Buy	+35,852	New	+$626K	﹤0.01%	897

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth's PAA Position: Q1 2026 in Review

Focus Partners Wealth reduced its Plains All American Pipeline (PAA) stake by 0.52% in Q1 2026, selling an estimated $69.5K and leaving 654,266 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #592.

Focus Partners Wealth first reported a position in PAA in Q2 2024 and has held it in 8 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Focus Partners Wealth held 654,266 shares of Plains All American Pipeline worth $14.6M as of Q1 2026.
Focus Partners Wealth sold 3,420 Plains All American Pipeline shares in Q1 2026, an estimated $69.5K.
Plains All American Pipeline made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #592 holding.
Focus Partners Wealth first reported a position in Plains All American Pipeline in Q2 2024 and has held it in 8 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.