LifeSteps Financial’s Plains GP Holdings PAGP Stock Holding History

LifeSteps Financial’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	$2.43K	Buy	+100	New	+$2.4K	﹤0.01%	650

Other funds holding PAGP

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

LifeSteps Financial's PAGP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Plains GP Holdings (PAGP) in Q2 2026: 100 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

105 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

LifeSteps Financial held 100 shares of Plains GP Holdings worth $2.43K as of Q2 2026.
Plains GP Holdings was a new LifeSteps Financial position in Q2 2026.
Plains GP Holdings made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #650 holding.
105 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.