KWB Wealth’s Plains All American Pipeline PAA Stock Holding History

KWB Wealth’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 Q3	$298K	Hold	12,547	–	–	0.03%	156
2026 Q2	$279K	Hold	12,547	–	–	0.02%	152
2026 Q1	$225K	Hold	12,547	–	–	0.02%	154
2025 Q4	$225K	Hold	12,547	–	–	0.02%	164
2025 Q3	$230K	Hold	12,547	–	–	0.03%	138
2025 Q2	$251K	Hold	12,547	–	–	0.03%	142
2025 Q1	$214K	Hold	12,547	–	–	0.03%	141
2024 Q4	$218K	Hold	12,547	–	–	0.03%	136
2024 Q3	$224K	Sell	12,547 -233	-2%	-$4.17K	0.03%	122
2024 Q2	$224K	Hold	12,780	–	–	0.03%	124
2024 Q1	$224K	Hold	12,780	–	–	0.03%	124
2023 Q4	$194K	Buy	12,780 +120	+0.9%	+$1.83K	0.03%	127
2023 Q3	$179K	Hold	12,660	–	–	0.03%	120
2023 Q2	$179K	Buy	12,660 +4	+0%	+$53	0.03%	121
2023 Q1	$149K	Buy	12,656 +109	+0.9%	+$1.36K	0.03%	116
2022 Q4	$148K	Sell	12,547 -107	-0.8%	-$1.27K	0.03%	110
2022 Q3	$133K	Buy	12,654 +2	+0%	+$22	0.03%	103
2022 Q2	$124K	Sell	12,652 -721	-5%	-$7.82K	0.02%	102
2022 Q1	$125K	Hold	13,373	–	–	0.02%	89
2021 Q4	$125K	Buy	13,373 +210	+2%	+$2.11K	0.02%	89
2021 Q3	$134K	Buy	13,163 +430	+3%	+$4.27K	0.02%	86
2021 Q2	$116K	Hold	12,733	–	–	0.02%	85
2021 Q1	$116K	Buy	12,733 +872	+7%	+$7.97K	0.02%	85
2020 Q4	$98K	Buy	+11,861	New	+$90.2K	0.02%	78

Other funds holding PAA

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

KWB Wealth's PAA Position: Q3 2026 in Review

KWB Wealth held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 12,547 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #156.

KWB Wealth first reported a position in PAA in Q4 2020 and has held it in 24 quarters since. 87 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

KWB Wealth held 12,547 shares of Plains All American Pipeline worth $298K as of Q3 2026.
KWB Wealth left its Plains All American Pipeline share count unchanged in Q3 2026.
Plains All American Pipeline made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #156 holding.
KWB Wealth first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 24 quarters since.
87 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.