Kovack Advisors’s Plains GP Holdings PAGP Stock Holding History

Kovack Advisors’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	–	Sell	-11,868	Closed	-$287K	–	1130
2026 Q1	$287K	Buy	+11,868	New	+$259K	0.02%	771
2022 Q2	–	Sell	-10,000	Closed	-$115K	–	707
2022 Q1	$115K	Buy	+10,000	New	+$115K	0.01%	682
2021 Q1	–	Sell	-14,000	Closed	-$118K	–	689
2020 Q4	$118K	Sell	14,000 -1,000	-7%	-$7.77K	0.02%	556
2020 Q3	$91K	Hold	15,000	–	–	0.02%	466
2020 Q2	$134K	Hold	15,000	–	–	0.03%	431
2020 Q1	$84K	Buy	15,000 +2,500	+20%	+$35.2K	0.02%	414
2019 Q4	$237K	Buy	12,500 +2,000	+19%	+$37.5K	0.04%	414
2019 Q3	$223K	Buy	+10,500	New	+$243K	0.05%	401

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

Kovack Advisors's PAGP Position: Q2 2026 in Review

Kovack Advisors sold out of Plains GP Holdings (PAGP) in Q2 2026, closing a stake of 11,868 shares — an estimated $287K sold.

Kovack Advisors first reported a position in PAGP in Q3 2019 and held it in 8 quarters. The position peaked at $287K in Q1 2026. 341 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Kovack Advisors reported no remaining Plains GP Holdings position as of Q2 2026 after selling out during the quarter.
Kovack Advisors sold 11,868 Plains GP Holdings shares in Q2 2026, an estimated $287K.
Kovack Advisors first reported a position in Plains GP Holdings in Q3 2019 and held it in 8 quarters.
Kovack Advisors's Plains GP Holdings position peaked at $287K in Q1 2026.
341 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.