Global Retirement Partners’s Plains GP Holdings PAGP Stock Holding History

Global Retirement Partners’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	$80.3K	Buy	+3,307	New	+$79.4K	﹤0.01%	2216
2025 Q4	$63.2K	Buy	3,304 +419	+15%	+$7.55K	﹤0.01%	2214
2025 Q3	$52.6K	Hold	2,885	–	–	﹤0.01%	1859
2025 Q2	$56.1K	Buy	+2,885	New	+$53.7K	﹤0.01%	1712
2024 Q4	$354K	Buy	19,259 +217	+1%	+$4.03K	0.01%	740
2024 Q3	$352K	Buy	19,042 +17,798	+1,431%	+$338K	0.01%	736
2024 Q2	$23.4K	Buy	1,244 +887	+248%	+$16.3K	﹤0.01%	1903
2024 Q1	$6.51K	Hold	357	–	–	﹤0.01%	2295
2023 Q4	$5.86K	Hold	357	–	–	﹤0.01%	2260
2023 Q3	$5.32K	Buy	357 +29	+9%	+$456	﹤0.01%	2171
2023 Q2	$4.86K	Hold	328	–	–	﹤0.01%	2212
2023 Q1	$4.23K	Buy	328 +45	+16%	+$590	﹤0.01%	2224
2022 Q4	$3.52K	Buy	+283	New	+$3.53K	﹤0.01%	2151

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 $2.79B AUM 24.88% 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 $11.5B AUM 61.77% 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

Global Retirement Partners's PAGP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Plains GP Holdings (PAGP) in Q2 2026: 3,307 shares worth $80.3K. The stake represents ﹤0.01% of the portfolio and ranks #2216 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PAGP as recently as Q4 2025.

Global Retirement Partners first reported a position in PAGP in Q4 2022 and has held it in 13 quarters since. The position peaked at $354K in Q4 2024. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Global Retirement Partners held 3,307 shares of Plains GP Holdings worth $80.3K as of Q2 2026.
Plains GP Holdings was a new Global Retirement Partners position in Q2 2026.
Plains GP Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2216 holding.
Global Retirement Partners first reported a position in Plains GP Holdings in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's Plains GP Holdings position peaked at $354K in Q4 2024.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.