LPL Financial
PAGP icon

LPL Financial’s Plains GP Holdings PAGP Stock Holding History

LPL 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 		$25.5M Buy
1,052,415
+902
+0.1% +$21.6K 0.01% 1431
2026
Q1 		$25.5M Buy
1,051,513
+50,462
+5% +$1.1M 0.01% 1304
2025
Q4 		$19.2M Buy
1,001,051
+50,548
+5% +$911K 0.01% 1441
2025
Q3 		$17.3M Buy
950,503
+44,436
+5% +$849K 0.01% 1455
2025
Q2 		$17.6M Buy
906,067
+121,524
+15% +$2.26M 0.01% 1350
2025
Q1 		$16.8M Buy
784,543
+58,487
+8% +$1.23M 0.01% 1261
2024
Q4 		$13.3M Buy
726,056
+32,130
+5% +$597K 0.01% 1330
2024
Q3 		$12.8M Buy
693,926
+9,055
+1% +$172K 0.01% 1296
2024
Q2 		$12.9M Buy
684,871
+20,840
+3% +$382K 0.01% 1204
2024
Q1 		$12.1M Buy
664,031
+59,217
+10% +$999K 0.01% 1205
2023
Q4 		$9.65M Buy
604,814
+22,866
+4% +$361K 0.01% 1279
2023
Q3 		$9.38M Buy
581,948
+87,434
+18% +$1.38M 0.01% 1203
2023
Q2 		$7.33M Buy
494,514
+68,946
+16% +$952K 0.01% 1329
2023
Q1 		$5.58M Buy
425,568
+48,919
+13% +$641K ﹤0.01% 1437
2022
Q4 		$4.69M Buy
376,649
+49,320
+15% +$615K ﹤0.01% 1497
2022
Q3 		$3.57M Buy
327,329
+71,933
+28% +$824K ﹤0.01% 1603
2022
Q2 		$2.64M Buy
255,396
+53,149
+26% +$610K ﹤0.01% 1817
2022
Q1 		$2.34M Buy
202,247
+12,616
+7% +$145K ﹤0.01% 1936
2021
Q4 		$1.92M Buy
189,631
+62,668
+49% +$675K ﹤0.01% 2123
2021
Q3 		$1.37M Buy
126,963
+93,916
+284% +$983K ﹤0.01% 2357
2021
Q2 		$395K Buy
33,047
+3,791
+13% +$40.4K ﹤0.01% 3364
2021
Q1 		$275K Buy
29,256
+7,976
+37% +$74.5K ﹤0.01% 3539
2020
Q4 		$180K Sell
21,280
-10,802
-34% -$83.9K ﹤0.01% 3559
2020
Q3 		$195K Sell
32,082
-345
-1% -$2.64K ﹤0.01% 3217
2020
Q2 		$289K Buy
32,427
+13,414
+71% +$118K ﹤0.01% 2862
2020
Q1 		$107K Buy
+19,013
New +$268K ﹤0.01% 2985
2016
Q4 		– Sell
-40,446
Closed -$1.38M – 2751
2016
Q3 		$1.38M Sell
40,446
-3,436
-8% -$104K 0.01% 975
2016
Q2 		$1.2M Buy
+43,882
New +$1.13M 0.01% 1056

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

LPL Financial's PAGP Position: Q2 2026 in Review

LPL Financial increased its Plains GP Holdings (PAGP) stake by 0.09% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,052,415 shares worth $25.5M. The position accounts for 0.01% of the portfolio, ranked #1431.

LPL Financial first reported a position in PAGP in Q2 2016 and has held it in 28 quarters since. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • LPL Financial held 1,052,415 shares of Plains GP Holdings worth $25.5M as of Q2 2026.
  • LPL Financial bought 902 Plains GP Holdings shares in Q2 2026, an estimated $21.6K.
  • Plains GP Holdings made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1431 holding.
  • LPL Financial first reported a position in Plains GP Holdings in Q2 2016 and has held it in 28 quarters since.
  • 342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.