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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
2025
Q2 		– Sell
-18,284
Closed -$243K – 325
2025
Q1 		$243K Buy
+18,284
New +$361K 0.05% 188

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fulcrum Asset Management's PAA Position: Q1 2026 in Review

Fulcrum Asset Management held its Plains All American Pipeline (PAA) position steady in Q1 2026 at 22,282 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #132.

Fulcrum Asset Management first reported a position in PAA in Q2 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • Fulcrum Asset Management held 22,282 shares of Plains All American Pipeline worth $501K as of Q1 2026.
  • Fulcrum Asset Management left its Plains All American Pipeline share count unchanged in Q1 2026.
  • Plains All American Pipeline made up 0.08% of Fulcrum Asset Management's portfolio in Q1 2026, its #132 holding.
  • Fulcrum Asset Management first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.