Magnus Financial Group’s Plains All American Pipeline PAA Stock Holding History

Magnus Financial Group’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 Q2	$308K	Buy	13,844 +923	+7%	+$20.5K	0.02%	305
2026 Q1	$289K	Sell	12,921 -1,926	-13%	-$39.2K	0.02%	306
2025 Q4	$267K	Buy	14,847 +413	+3%	+$7.02K	0.02%	360
2025 Q3	$246K	Buy	14,434 +553	+4%	+$9.9K	0.02%	357
2025 Q2	$254K	Buy	13,881 +960	+7%	+$16.8K	0.02%	326
2025 Q1	$258K	Buy	12,921 +553	+4%	+$10.9K	0.03%	300
2024 Q4	$211K	Buy	12,368 +479	+4%	+$8.34K	0.02%	341
2024 Q3	$207K	Buy	+11,889	New	+$213K	0.02%	321

Other funds holding PAA

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

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return