Forvis Mazars Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

Forvis Mazars Wealth Advisors’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	$1.15M	Hold	47,326	–	–	0.02%	211
2026 Q1	$1.15M	Hold	47,326	–	–	0.02%	198
2025 Q4	$906K	Hold	47,326	–	–	0.02%	218
2025 Q3	$863K	Buy	47,326 +18,267	+63%	+$349K	0.02%	221
2025 Q2	$565K	Hold	29,059	–	–	0.01%	265
2025 Q1	$621K	Hold	29,059	–	–	0.01%	253
2024 Q4	$534K	Hold	29,059	–	–	0.01%	300
2024 Q3	$538K	Hold	29,059	–	–	0.01%	307
2024 Q2	$547K	Hold	29,059	–	–	0.01%	273
2024 Q1	$530K	Buy	+29,059	New	+$490K	0.01%	283

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 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 New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 47,326 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #211.

Forvis Mazars Wealth Advisors first reported a position in PAGP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Forvis Mazars Wealth Advisors held 47,326 shares of Plains GP Holdings worth $1.15M as of Q2 2026.
Forvis Mazars Wealth Advisors left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Forvis Mazars Wealth Advisors first reported a position in Plains GP Holdings in Q1 2024 and has held it in 10 quarters since.
Forvis Mazars Wealth Advisors's Plains GP Holdings position peaked at $1.15M in Q1 2026.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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