Lido Advisors’s Plains All American Pipeline PAA Stock Holding History

Lido Advisors’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 Q1	$671K	Buy	30,026 +13,804	+85%	+$281K	﹤0.01%	1148
2025 Q4	$277K	Hold	16,222	–	–	﹤0.01%	1606
2025 Q3	$277K	Buy	+16,222	New	+$290K	﹤0.01%	1527
2020 Q1	–	Sell	-34,128	Closed	-$628K	–	647
2019 Q4	$628K	Buy	+34,128	New	+$627K	0.03%	333
2017 Q1	–	Sell	-14,573	Closed	-$471K	–	267
2016 Q4	$471K	Buy	+14,573	New	+$460K	0.12%	97

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's PAA Position: Q1 2026 in Review

Lido Advisors increased its Plains All American Pipeline (PAA) stake by 85% in Q1 2026, buying an estimated $281K and bringing the position to 30,026 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Lido Advisors first reported a position in PAA in Q4 2016 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Lido Advisors held 30,026 shares of Plains All American Pipeline worth $671K as of Q1 2026.
Lido Advisors bought 13,804 Plains All American Pipeline shares in Q1 2026, an estimated $281K.
Plains All American Pipeline made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1148 holding.
Lido Advisors first reported a position in Plains All American Pipeline in Q4 2016 and has held it in 5 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.