Independent Financial Group’s Plains GP Holdings PAGP Stock Holding History

Independent Financial Group’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	$544K	Sell	22,434 -2,491	-10%	-$59.8K	0.01%	961
2026 Q1	$605K	Buy	24,925 +1,464	+6%	+$32K	0.01%	836
2025 Q4	$449K	Sell	23,461 -1,852	-7%	-$33.4K	0.01%	955
2025 Q3	$462K	Sell	25,313 -805	-3%	-$15.4K	0.01%	894
2025 Q2	$507K	Buy	26,118 +471	+2%	+$8.77K	0.01%	777
2025 Q1	$548K	Buy	25,647 +3,541	+16%	+$74.5K	0.02%	675
2024 Q4	$406K	Hold	22,106	–	–	0.01%	775
2024 Q3	$409K	Buy	22,106 +1,261	+6%	+$23.9K	0.02%	738
2024 Q2	$392K	Sell	20,845 -525	-2%	-$9.63K	0.02%	707
2024 Q1	$390K	Buy	21,370 +312	+1%	+$5.26K	0.02%	673
2023 Q4	$336K	Buy	21,058 +629	+3%	+$9.93K	0.02%	675
2023 Q3	$329K	Buy	+20,429	New	+$321K	0.02%	621

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 $2.78B AUM 20.87% 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 $11.2B AUM 80.72% 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

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

Independent Financial Group reduced its Plains GP Holdings (PAGP) stake by 10% in Q2 2026, selling an estimated $59.8K and leaving 22,434 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #961.

Independent Financial Group first reported a position in PAGP in Q3 2023 and has held it in 12 quarters since. The position peaked at $605K in Q1 2026. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Independent Financial Group held 22,434 shares of Plains GP Holdings worth $544K as of Q2 2026.
Independent Financial Group sold 2,491 Plains GP Holdings shares in Q2 2026, an estimated $59.8K.
Plains GP Holdings made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #961 holding.
Independent Financial Group first reported a position in Plains GP Holdings in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's Plains GP Holdings position peaked at $605K in Q1 2026.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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