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Independent Financial Group’s Plains All American Pipeline PAA Stock Holding History

Independent Financial Group’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 		$507K Buy
22,770
+120
+0.5% +$2.67K 0.01% 989
2026
Q1 		$506K Sell
22,650
-1,855
-8% -$37.7K 0.01% 926
2025
Q4 		$440K Buy
24,505
+3,949
+19% +$67.1K 0.01% 961
2025
Q3 		$351K Sell
20,556
-522
-2% -$9.35K 0.01% 1012
2025
Q2 		$386K Buy
21,078
+246
+1% +$4.29K 0.01% 899
2025
Q1 		$417K Buy
20,832
+2,431
+13% +$48K 0.01% 780
2024
Q4 		$314K Sell
18,401
-1,138
-6% -$19.8K 0.01% 886
2024
Q3 		$339K Buy
19,539
+1,940
+11% +$34.7K 0.01% 824
2024
Q2 		$314K Buy
17,599
+172
+1% +$3K 0.01% 808
2024
Q1 		$306K Buy
17,427
+1,427
+9% +$23K 0.01% 773
2023
Q4 		$242K Sell
16,000
-2,000
-11% -$30.5K 0.01% 818
2023
Q3 		$276K Hold
18,000
– – 0.02% 694
2023
Q2 		$254K Buy
18,000
+3,000
+20% +$39.6K 0.02% 719
2023
Q1 		$187K Hold
15,000
– – 0.02% 776
2022
Q4 		$176K Buy
15,000
+2,000
+15% +$23.7K 0.02% 733
2022
Q3 		$137K Hold
13,000
– – 0.01% 698
2022
Q2 		$128K Sell
13,000
-1,500
-10% -$16.3K 0.01% 667
2022
Q1 		$156K Sell
14,500
-100
-0.7% -$1.07K 0.01% 742
2021
Q4 		$136K Sell
14,600
-1,500
-9% -$15.1K 0.01% 750
2021
Q3 		$164K Hold
16,100
– – 0.02% 683
2021
Q2 		$183K Buy
16,100
+3,500
+28% +$36K 0.02% 679
2021
Q1 		$115K Buy
12,600
+200
+2% +$1.83K 0.01% 626
2020
Q4 		$102K Buy
12,400
+765
+7% +$5.82K 0.02% 547
2020
Q3 		$69.6K Buy
11,635
+535
+5% +$3.99K 0.01% 498
2020
Q2 		$98.1K Buy
+11,100
New +$94.4K 0.02% 462

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 $32.9B AUM 23.66% 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

Independent Financial Group's PAA Position: Q2 2026 in Review

Independent Financial Group increased its Plains All American Pipeline (PAA) stake by 0.53% in Q2 2026, buying an estimated $2.67K and bringing the position to 22,770 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #989.

Independent Financial Group first reported a position in PAA in Q2 2020 and has held it in 25 quarters since. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Independent Financial Group held 22,770 shares of Plains All American Pipeline worth $507K as of Q2 2026.
  • Independent Financial Group bought 120 Plains All American Pipeline shares in Q2 2026, an estimated $2.67K.
  • Plains All American Pipeline made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #989 holding.
  • Independent Financial Group first reported a position in Plains All American Pipeline in Q2 2020 and has held it in 25 quarters since.
  • 420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.