Mather Group’s Plains All American Pipeline PAA Stock Holding History

Mather 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	$35K	Hold	1,574	–	–	﹤0.01%	1192
2026 Q1	$35.1K	Buy	+1,574	New	+$32K	﹤0.01%	1137
2025 Q4	–	Sell	-1,927	Closed	-$32.9K	–	1354
2025 Q3	$32.9K	Buy	+1,927	New	+$34.5K	﹤0.01%	1002
2025 Q2	–	Sell	-4,079	Closed	-$81.6K	–	1388
2025 Q1	$81.6K	Buy	4,079 +41	+1%	+$810	﹤0.01%	796
2024 Q4	$69K	Buy	4,038 +39	+1%	+$679	﹤0.01%	811
2024 Q3	$69.5K	Sell	3,999 -1,677	-30%	-$30K	﹤0.01%	813
2024 Q2	$99.7K	Buy	5,676 +1,361	+32%	+$23.8K	﹤0.01%	810
2024 Q1	$65.4K	Buy	+4,315	New	+$69.7K	﹤0.01%	815
2023 Q2	–	Sell	-11,873	Closed	-$148K	–	646
2023 Q1	$148K	Buy	11,873 +916	+8%	+$11.4K	﹤0.01%	505
2022 Q4	$129K	Buy	10,957 +150	+1%	+$1.78K	﹤0.01%	471
2022 Q3	$114K	Sell	10,807 -3,288	-23%	-$36.7K	﹤0.01%	463
2022 Q2	$138K	Buy	+14,095	New	+$153K	﹤0.01%	370

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mather Group's PAA Position: Q2 2026 in Review

Mather Group held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 1,574 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Mather Group first reported a position in PAA in Q2 2022 and has held it in 12 quarters since. The position peaked at $148K in Q1 2023. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Mather Group held 1,574 shares of Plains All American Pipeline worth $35K as of Q2 2026.
Mather Group left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1192 holding.
Mather Group first reported a position in Plains All American Pipeline in Q2 2022 and has held it in 12 quarters since.
Mather Group's Plains All American Pipeline position peaked at $148K in Q1 2023.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.