MassMutual Private Wealth & Trust’s Plains GP Holdings PAGP Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q4	–	Sell	-192	Closed	-$3.5K	–	2435
2025 Q3	$3.5K	Hold	192	–	–	﹤0.01%	1807
2025 Q2	$3.73K	Buy	+192	New	+$3.58K	﹤0.01%	1748
2022 Q3	–	Sell	-102	Closed	-$1K	–	1758
2022 Q2	$1K	Buy	+102	New	+$1.17K	﹤0.01%	1373
2021 Q2	–	Sell	-90	Closed	-$1K	–	1269
2021 Q1	$1K	Buy	+90	New	+$840	﹤0.01%	1014

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

NIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's PAGP Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 192 shares — an estimated $3.5K sold.

MassMutual Private Wealth & Trust first reported a position in PAGP in Q1 2021 and held it in 4 quarters. The position peaked at $3.73K in Q2 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 192 Plains GP Holdings shares in Q4 2025, an estimated $3.5K.
MassMutual Private Wealth & Trust first reported a position in Plains GP Holdings in Q1 2021 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Plains GP Holdings position peaked at $3.73K in Q2 2025.
313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.