Marks Group Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Marks Group Wealth Management’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	$1.17M	Sell	48,140 -501	-1%	-$12K	0.1%	187
2026 Q1	$1.18M	Sell	48,641 -664	-1%	-$14.5K	0.11%	181
2025 Q4	$944K	Buy	49,305 +6,496	+15%	+$117K	0.09%	194
2025 Q3	$781K	Buy	42,809 +1,233	+3%	+$23.6K	0.07%	190
2025 Q2	$808K	Sell	41,576 -398	-0.9%	-$7.41K	0.08%	193
2025 Q1	$897K	Buy	41,974 +198	+0.5%	+$4.17K	0.09%	192
2024 Q4	$768K	Sell	41,776 -237	-0.6%	-$4.41K	0.08%	189
2024 Q3	$777K	Sell	42,013 -530	-1%	-$10.1K	0.07%	187
2024 Q2	$801K	Sell	42,543 -2,692	-6%	-$49.4K	0.08%	182
2024 Q1	$826K	Buy	+45,235	New	+$763K	0.09%	179

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 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 New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Marks Group Wealth Management's PAGP Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Plains GP Holdings (PAGP) stake by 1% in Q2 2026, selling an estimated $12K and leaving 48,140 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #187.

Marks Group Wealth Management first reported a position in PAGP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2026. 343 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Marks Group Wealth Management held 48,140 shares of Plains GP Holdings worth $1.17M as of Q2 2026.
Marks Group Wealth Management sold 501 Plains GP Holdings shares in Q2 2026, an estimated $12K.
Plains GP Holdings made up 0.1% of Marks Group Wealth Management's portfolio in Q2 2026, its #187 holding.
Marks Group Wealth Management first reported a position in Plains GP Holdings in Q1 2024 and has held it in 10 quarters since.
Marks Group Wealth Management's Plains GP Holdings position peaked at $1.18M in Q1 2026.
343 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.