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Longfellow Investment Management’s Plains All American Pipeline PAA Stock Holding History

Longfellow Investment Management’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 		$27.5M Sell
1,230,349
-364,091
-23% -$7.4M 5.73% 5
2025
Q4 		$28.6M Buy
1,594,440
+281,609
+21% +$4.79M 6.46% 5
2025
Q3 		$22.4M Hold
1,312,831
– – 5.31% 5
2025
Q2 		$24.1M Hold
1,312,831
– – 5.95% 5
2025
Q1 		$26.3M Hold
1,312,831
– – 6.41% 5
2024
Q4 		$22.4M Hold
1,312,831
– – 5.77% 4
2024
Q3 		$22.8M Sell
1,312,831
-171,845
-12% -$3.08M 5.71% 4
2024
Q2 		$26.5M Sell
1,484,676
-400,589
-21% -$6.99M 6.66% 4
2024
Q1 		$33.1M Hold
1,885,265
– – 7.49% 4
2023
Q4 		$28.6M Hold
1,885,265
– – 7.05% 4
2023
Q3 		$28.9M Sell
1,885,265
-388,889
-17% -$5.83M 7.65% 4
2023
Q2 		$32.1M Hold
2,274,154
– – 7.36% 4
2023
Q1 		$28.4M Hold
2,274,154
– – 6.49% 5
2022
Q4 		$26.7M Hold
2,274,154
– – 6.06% 5
2022
Q3 		$23.9M Sell
2,274,154
-261,195
-10% -$2.92M 4.89% 5
2022
Q2 		$24.9M Hold
2,535,349
– – 5.38% 5
2022
Q1 		$27.3M Sell
2,535,349
-324,292
-11% -$3.47M 4.4% 5
2021
Q4 		$26.7M Buy
2,859,641
+752,342
+36% +$7.56M 4.34% 5
2021
Q3 		$21.4M Buy
2,107,299
+112,000
+6% +$1.11M 3.5% 5
2021
Q2 		$22.7M Hold
1,995,299
– – 3.22% 7
2021
Q1 		$18.2M Buy
1,995,299
+392,914
+25% +$3.59M 2.18% 7
2020
Q4 		$13.2M Buy
+1,602,385
New +$12.2M 1.6% 13

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longfellow Investment Management's PAA Position: Q1 2026 in Review

Longfellow Investment Management reduced its Plains All American Pipeline (PAA) stake by 23% in Q1 2026, selling an estimated $7.4M and leaving 1,230,349 shares worth $27.5M. The position accounts for 5.73% of the portfolio, ranked #5.

Longfellow Investment Management first reported a position in PAA in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.1M in Q1 2024. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • Longfellow Investment Management held 1,230,349 shares of Plains All American Pipeline worth $27.5M as of Q1 2026.
  • Longfellow Investment Management sold 364,091 Plains All American Pipeline shares in Q1 2026, an estimated $7.4M.
  • Plains All American Pipeline made up 5.73% of Longfellow Investment Management's portfolio in Q1 2026, its #5 holding.
  • Longfellow Investment Management first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Plains All American Pipeline position peaked at $33.1M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.