Jones Financial Companies’s Plains All American Pipeline PAA Stock Holding History

Jones Financial Companies’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	$325K	Buy	14,865 +2,745	+23%	+$61K	﹤0.01%	2386
2026 Q1	$272K	Buy	12,120 +2,157	+22%	+$43.9K	﹤0.01%	2284
2025 Q4	$179K	Buy	9,963 +442	+5%	+$7.51K	﹤0.01%	1954
2025 Q3	$169K	Buy	9,521 +1,194	+14%	+$21.4K	﹤0.01%	1858
2025 Q2	$152K	Buy	8,327 +3,895	+88%	+$68K	﹤0.01%	1768
2025 Q1	$89.6K	Buy	4,432 +864	+24%	+$17.1K	﹤0.01%	1820
2024 Q4	$60.9K	Buy	3,568 +3,368	+1,684%	+$58.6K	﹤0.01%	1798
2024 Q3	$3.5K	Hold	200	–	–	﹤0.01%	2537
2024 Q2	$3.57K	Buy	+200	New	+$3.49K	﹤0.01%	2023

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

Jones Financial Companies's PAA Position: Q2 2026 in Review

Jones Financial Companies increased its Plains All American Pipeline (PAA) stake by 23% in Q2 2026, buying an estimated $61K and bringing the position to 14,865 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Jones Financial Companies first reported a position in PAA in Q2 2024 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Jones Financial Companies held 14,865 shares of Plains All American Pipeline worth $325K as of Q2 2026.
Jones Financial Companies bought 2,745 Plains All American Pipeline shares in Q2 2026, an estimated $61K.
Plains All American Pipeline made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2386 holding.
Jones Financial Companies first reported a position in Plains All American Pipeline in Q2 2024 and has held it in 9 quarters since.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.