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Modern Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Modern 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 		$946K Buy
38,983
+334
+0.9% +$8.02K 0.01% 534
2026
Q1 		$917K Sell
38,649
-769
-2% -$16.8K 0.02% 438
2025
Q4 		$754K Buy
39,418
+509
+1% +$9.18K 0.01% 460
2025
Q3 		$710K Buy
38,909
+2,088
+6% +$39.9K 0.01% 447
2025
Q2 		$715K Sell
36,821
-249
-0.7% -$4.64K 0.02% 423
2025
Q1 		$792K Buy
37,070
+520
+1% +$10.9K 0.03% 339
2024
Q4 		$672K Buy
36,550
+6,128
+20% +$114K 0.03% 317
2024
Q3 		$563K Buy
30,422
+1,081
+4% +$20.5K 0.03% 240
2024
Q2 		$552K Sell
29,341
-739
-2% -$13.6K 0.04% 202
2024
Q1 		$549K Buy
+30,080
New +$507K 0.05% 169

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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Modern Wealth Management's PAGP Position: Q2 2026 in Review

Modern Wealth Management increased its Plains GP Holdings (PAGP) stake by 0.86% in Q2 2026, buying an estimated $8.02K and bringing the position to 38,983 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #534.

Modern Wealth Management first reported a position in PAGP in Q1 2024 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Modern Wealth Management held 38,983 shares of Plains GP Holdings worth $946K as of Q2 2026.
  • Modern Wealth Management bought 334 Plains GP Holdings shares in Q2 2026, an estimated $8.02K.
  • Plains GP Holdings made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Modern Wealth Management first reported a position in Plains GP Holdings in Q1 2024 and has held it in 10 quarters since.
  • 342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.