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HB Wealth Management’s Plains All American Pipeline PAA Stock Holding History

HB Wealth 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 		$356K Buy
15,988
+525
+3% +$11.7K ﹤0.01% 1278
2026
Q1 		$345K Sell
15,463
-519
-3% -$10.6K ﹤0.01% 1143
2025
Q4 		$287K Sell
15,982
-994
-6% -$16.9K ﹤0.01% 1156
2025
Q3 		$290K Buy
16,976
+1,729
+11% +$31K ﹤0.01% 1094
2025
Q2 		$279K Buy
15,247
+748
+5% +$13.1K ﹤0.01% 969
2025
Q1 		$290K Hold
14,499
– – ﹤0.01% 984
2024
Q4 		$248K Sell
14,499
-500
-3% -$8.7K ﹤0.01% 884
2024
Q3 		$261K Buy
14,999
+400
+3% +$7.16K ﹤0.01% 804
2024
Q2 		$261K Buy
14,599
+1,308
+10% +$22.8K ﹤0.01% 762
2024
Q1 		$233K Hold
13,291
– – ﹤0.01% 746
2023
Q4 		$201K Hold
13,291
– – ﹤0.01% 743
2023
Q3 		$204K Sell
13,291
-1,000
-7% -$15K ﹤0.01% 711
2023
Q2 		$202K Buy
14,291
+970
+7% +$12.8K ﹤0.01% 684
2023
Q1 		$166K Hold
13,321
– – ﹤0.01% 687
2022
Q4 		$157K Sell
13,321
-655
-5% -$7.76K ﹤0.01% 657
2022
Q3 		$147K Sell
13,976
-7,268
-34% -$81.2K ﹤0.01% 560
2022
Q2 		$209K Hold
21,244
– – ﹤0.01% 540
2022
Q1 		$229K Hold
21,244
– – ﹤0.01% 536
2021
Q4 		$198K Buy
+21,244
New +$213K ﹤0.01% 499

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's PAA Position: Q2 2026 in Review

HB Wealth Management increased its Plains All American Pipeline (PAA) stake by 3.4% in Q2 2026, buying an estimated $11.7K and bringing the position to 15,988 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

HB Wealth Management first reported a position in PAA in Q4 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • HB Wealth Management held 15,988 shares of Plains All American Pipeline worth $356K as of Q2 2026.
  • HB Wealth Management bought 525 Plains All American Pipeline shares in Q2 2026, an estimated $11.7K.
  • Plains All American Pipeline made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1278 holding.
  • HB Wealth Management first reported a position in Plains All American Pipeline in Q4 2021 and has held it in 19 quarters since.
  • 422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.