Matthew Hamilton Rosenberg’s Plains GP Holdings PAGP Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$6.4K	Hold	247	–	–	﹤0.01%	689
2026 Q2	$6K	Hold	247	–	–	﹤0.01%	675
2026 Q1	$6K	Hold	247	–	–	﹤0.01%	668
2025 Q4	$4.73K	Hold	247	–	–	﹤0.01%	693
2025 Q3	$4.5K	Hold	247	–	–	﹤0.01%	701
2025 Q2	$4.8K	Hold	247	–	–	﹤0.01%	726
2025 Q1	$5.28K	Hold	247	–	–	﹤0.01%	699
2024 Q4	$4.54K	Hold	247	–	–	﹤0.01%	701
2024 Q3	$4.57K	Hold	247	–	–	﹤0.01%	701
2024 Q2	$4.7K	Hold	247	–	–	﹤0.01%	665
2024 Q1	$4.54K	Hold	247	–	–	﹤0.01%	709
2023 Q4	$3.94K	Hold	247	–	–	﹤0.01%	724
2023 Q3	$3.98K	Hold	247	–	–	﹤0.01%	707
2023 Q2	$3.66K	Buy	+247	New	+$3.41K	﹤0.01%	713

Other funds holding PAGP

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Matthew Hamilton Rosenberg's PAGP Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Plains GP Holdings (PAGP) position steady in Q3 2026 at 247 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Matthew Hamilton Rosenberg first reported a position in PAGP in Q2 2023 and has held it in 14 quarters since. 64 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

Matthew Hamilton Rosenberg held 247 shares of Plains GP Holdings worth $6.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its Plains GP Holdings share count unchanged in Q3 2026.
Plains GP Holdings made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #689 holding.
Matthew Hamilton Rosenberg first reported a position in Plains GP Holdings in Q2 2023 and has held it in 14 quarters since.
64 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.