Forvis Mazars Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Forvis Mazars Wealth Advisors’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	$1.95M	Hold	87,542	–	–	0.03%	159
2026 Q1	$1.95M	Sell	87,542 -90,000	-51%	-$1.83M	0.04%	158
2025 Q4	$3.19M	Sell	177,542 -4,025	-2%	-$68.4K	0.06%	117
2025 Q3	$3.1M	Hold	181,567	–	–	0.06%	119
2025 Q2	$3.33M	Hold	181,567	–	–	0.07%	116
2025 Q1	$3.63M	Hold	181,567	–	–	0.09%	110
2024 Q4	$3.1M	Sell	181,567 -2,200	-1%	-$38.3K	0.07%	127
2024 Q3	$3.19M	Hold	183,767	–	–	0.07%	128
2024 Q2	$3.28M	Hold	183,767	–	–	0.08%	121
2024 Q1	$3.23M	Buy	+183,767	New	+$2.97M	0.08%	120
2023 Q4	–	Sell	-10,109	Closed	-$155K	–	395
2023 Q3	$155K	Hold	10,109	–	–	﹤0.01%	381
2023 Q2	$143K	Hold	10,109	–	–	﹤0.01%	402
2023 Q1	$126K	Hold	10,109	–	–	﹤0.01%	402
2022 Q4	$119K	Hold	10,109	–	–	﹤0.01%	382
2022 Q3	$106K	Hold	10,109	–	–	﹤0.01%	380
2022 Q2	$99K	Hold	10,109	–	–	﹤0.01%	386
2022 Q1	$109K	Sell	10,109 -1,891	-16%	-$20.3K	﹤0.01%	296
2021 Q4	$112K	Sell	12,000 -300	-2%	-$3.01K	﹤0.01%	283
2021 Q3	$125K	Buy	+12,300	New	+$122K	0.01%	270

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

Forvis Mazars Wealth Advisors's PAA Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 87,542 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #159.

Forvis Mazars Wealth Advisors first reported a position in PAA in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.63M in Q1 2025. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Forvis Mazars Wealth Advisors held 87,542 shares of Plains All American Pipeline worth $1.95M as of Q2 2026.
Forvis Mazars Wealth Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Forvis Mazars Wealth Advisors first reported a position in Plains All American Pipeline in Q3 2021 and has held it in 19 quarters since.
Forvis Mazars Wealth Advisors's Plains All American Pipeline position peaked at $3.63M in Q1 2025.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.