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BFC Planning, Inc.’s Plains GP Holdings PAGP Stock Holding History

BFC Planning, Inc.’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
Q3 		$15.8K Buy
610
+20
+3% +$528 ﹤0.01% 2162
2026
Q2 		$14.3K Buy
+590
New +$14.2K ﹤0.01% 2178

Other funds holding PAGP

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Massachusetts Financial Services
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Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

BFC Planning, Inc.'s PAGP Position: Q3 2026 in Review

BFC Planning, Inc. increased its Plains GP Holdings (PAGP) stake by 3.4% in Q3 2026, buying an estimated $528 and bringing the position to 610 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

BFC Planning, Inc. first reported a position in PAGP in Q2 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

  • BFC Planning, Inc. held 610 shares of Plains GP Holdings worth $15.8K as of Q3 2026.
  • BFC Planning, Inc. bought 20 Plains GP Holdings shares in Q3 2026, an estimated $528.
  • Plains GP Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2162 holding.
  • BFC Planning, Inc. first reported a position in Plains GP Holdings in Q2 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.