Kovitz Investment Group Partners’s Plains All American Pipeline PAA Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-606,403	Closed	-$10.3M	–	1059
2025 Q3	$10.3M	Sell	606,403 -31,142	-5%	-$558K	0.04%	324
2025 Q2	$11.7M	Sell	637,545 -17,818	-3%	-$311K	0.05%	279
2025 Q1	$13.1M	Sell	655,363 -41,899	-6%	-$828K	0.07%	226
2024 Q4	$11.9M	Buy	697,262 +27,491	+4%	+$478K	0.06%	237
2024 Q3	$11.6M	Buy	+669,771	New	+$12M	0.08%	203

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's PAA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 606,403 shares — an estimated $10.3M sold.

Kovitz Investment Group Partners first reported a position in PAA in Q3 2024 and held it in 5 quarters. The position peaked at $13.1M in Q1 2025. 374 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 606,403 Plains All American Pipeline shares in Q4 2025, an estimated $10.3M.
Kovitz Investment Group Partners first reported a position in Plains All American Pipeline in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Plains All American Pipeline position peaked at $13.1M in Q1 2025.
374 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.