Fortem Financial Group’s Plains All American Pipeline PAA Stock Holding History

Fortem Financial Group’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 Q2	$1.41M	Sell	63,547 -2,664	-4%	-$59.2K	0.29%	76
2026 Q1	$1.48M	Sell	66,211 -22,052	-25%	-$448K	0.37%	66
2025 Q4	$1.59M	Sell	88,263 -3,057	-3%	-$52K	0.42%	62
2025 Q3	$1.56M	Sell	91,320 -1,956	-2%	-$35K	0.45%	61
2025 Q2	$1.71M	Buy	93,276 +12,122	+15%	+$212K	0.55%	53
2025 Q1	$1.62M	Buy	81,154 +14,876	+22%	+$294K	0.63%	46
2024 Q4	$1.13M	Buy	66,278 +2,772	+4%	+$48.2K	0.44%	66
2024 Q3	$1.1M	Sell	63,506 -7,975	-11%	-$143K	0.45%	68
2024 Q2	$1.28M	Sell	71,481 -6,512	-8%	-$114K	0.55%	56
2024 Q1	$1.37M	Sell	77,993 -3,687	-5%	-$59.5K	0.6%	54
2023 Q4	$1.24M	Sell	81,680 -4,426	-5%	-$67.6K	0.62%	50
2023 Q3	$1.32M	Sell	86,106 -9,076	-10%	-$136K	0.77%	36
2023 Q2	$1.34M	Sell	95,182 -3,698	-4%	-$48.8K	0.8%	35
2023 Q1	$1.23M	Buy	98,880 +8,426	+9%	+$105K	0.8%	37
2022 Q4	$1.06M	Buy	90,454 +10,850	+14%	+$129K	0.62%	49
2022 Q3	$837K	Buy	79,604 +21,333	+37%	+$238K	0.58%	66
2022 Q2	$572K	Buy	+58,271	New	+$632K	0.37%	87

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortem Financial Group's PAA Position: Q2 2026 in Review

Fortem Financial Group reduced its Plains All American Pipeline (PAA) stake by 4% in Q2 2026, selling an estimated $59.2K and leaving 63,547 shares worth $1.41M. The position accounts for 0.29% of the portfolio, ranked #76.

Fortem Financial Group first reported a position in PAA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.71M in Q2 2025. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Fortem Financial Group held 63,547 shares of Plains All American Pipeline worth $1.41M as of Q2 2026.
Fortem Financial Group sold 2,664 Plains All American Pipeline shares in Q2 2026, an estimated $59.2K.
Plains All American Pipeline made up 0.29% of Fortem Financial Group's portfolio in Q2 2026, its #76 holding.
Fortem Financial Group first reported a position in Plains All American Pipeline in Q2 2022 and has held it in 17 quarters since.
Fortem Financial Group's Plains All American Pipeline position peaked at $1.71M in Q2 2025.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.