IEQ Capital’s Plains All American Pipeline PAA Stock Holding History

IEQ Capital’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	$306K	Sell	13,742 -10,398	-43%	-$231K	﹤0.01%	1630
2026 Q1	$539K	Buy	24,140 +11,202	+87%	+$228K	﹤0.01%	1272
2025 Q4	$232K	Sell	12,938 -12,013	-48%	-$204K	﹤0.01%	1643
2025 Q3	$426K	Buy	24,951 +272	+1%	+$4.87K	﹤0.01%	1378
2025 Q2	$452K	Buy	24,679 +11,741	+91%	+$205K	﹤0.01%	1209
2025 Q1	$259K	Hold	12,938	–	–	﹤0.01%	1246
2024 Q4	$221K	Buy	+12,938	New	+$225K	﹤0.01%	1163
2022 Q2	–	Sell	-11,778	Closed	-$127K	–	835
2022 Q1	$127K	Sell	11,778 -20,953	-64%	-$224K	﹤0.01%	784
2021 Q4	$306K	Sell	32,731 -6,355	-16%	-$63.8K	0.01%	585
2021 Q3	$398K	Buy	39,086 +8,151	+26%	+$81K	0.01%	496
2021 Q2	$351K	Sell	30,935 -350	-1%	-$3.6K	0.01%	428
2021 Q1	$285K	Hold	31,285	–	–	0.01%	373
2020 Q4	$258K	Buy	31,285 +8,440	+37%	+$64.2K	0.01%	215
2020 Q3	$137K	Buy	22,845 +3,440	+18%	+$25.6K	0.01%	376
2020 Q2	$172K	Sell	19,405 -2,867	-13%	-$24.4K	0.01%	302
2020 Q1	$117K	Sell	22,272 -777	-3%	-$10.7K	0.01%	354
2019 Q4	$424K	Buy	+23,049	New	+$423K	0.04%	244

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

IEQ Capital's PAA Position: Q2 2026 in Review

IEQ Capital reduced its Plains All American Pipeline (PAA) stake by 43% in Q2 2026, selling an estimated $231K and leaving 13,742 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

IEQ Capital first reported a position in PAA in Q4 2019 and has held it in 17 quarters since. The position peaked at $539K in Q1 2026. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

IEQ Capital held 13,742 shares of Plains All American Pipeline worth $306K as of Q2 2026.
IEQ Capital sold 10,398 Plains All American Pipeline shares in Q2 2026, an estimated $231K.
Plains All American Pipeline made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1630 holding.
IEQ Capital first reported a position in Plains All American Pipeline in Q4 2019 and has held it in 17 quarters since.
IEQ Capital's Plains All American Pipeline position peaked at $539K in Q1 2026.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.