Fulcrum Asset Management’s Plains All American Pipeline PAA Stock Holding History

Fulcrum Asset Management’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	$493K	Hold	22,282	–	–	0.05%	282
2026 Q1	$501K	Hold	22,282	–	–	0.08%	132
2025 Q4	$398K	Buy	22,282 +2,949	+15%	+$50.1K	0.11%	102
2025 Q3	$330K	Hold	19,333	–	–	0.09%	104
2025 Q2	$354K	Buy	+19,333	New	+$337K	0.1%	115

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

Fulcrum Asset Management's PAA Position: Q2 2026 in Review

Fulcrum Asset Management held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 22,282 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #282.

Fulcrum Asset Management first reported a position in PAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $501K in Q1 2026. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Fulcrum Asset Management held 22,282 shares of Plains All American Pipeline worth $493K as of Q2 2026.
Fulcrum Asset Management left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.05% of Fulcrum Asset Management's portfolio in Q2 2026, its #282 holding.
Fulcrum Asset Management first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Plains All American Pipeline position peaked at $501K in Q1 2026.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.