Mutual Advisors’s Plains All American Pipeline PAA Stock Holding History

Mutual Advisors’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	$541K	Buy	24,313 +8	+0%	+$178	0.01%	904
2026 Q1	$543K	Buy	24,305 +8	+0%	+$163	0.01%	846
2025 Q4	$436K	Buy	24,297 +3	+0%	+$51	0.01%	938
2025 Q3	$409K	Buy	24,294 +7,232	+42%	+$129K	0.01%	943
2025 Q2	$319K	Buy	17,062 +4,857	+40%	+$84.8K	0.01%	960
2025 Q1	$223K	Hold	12,205	–	–	0.01%	994
2024 Q4	$246K	Hold	12,205	–	–	0.01%	957
2024 Q3	$209K	Hold	12,205	–	–	0.01%	1030
2024 Q2	$224K	Hold	12,205	–	–	0.01%	995
2024 Q1	$214K	Sell	12,205 -2,281	-16%	-$36.8K	0.01%	1010
2023 Q4	$219K	Buy	14,486 +65	+0.5%	+$993	0.01%	936
2023 Q3	$221K	Buy	14,421 +2,313	+19%	+$34.7K	0.01%	887
2023 Q2	$171K	Sell	12,108 -204	-2%	-$2.69K	0.01%	956
2023 Q1	$154K	Buy	+12,312	New	+$154K	0.01%	939

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

Mutual Advisors's PAA Position: Q2 2026 in Review

Mutual Advisors increased its Plains All American Pipeline (PAA) stake by 0.03% in Q2 2026, buying an estimated $178 and bringing the position to 24,313 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #904.

Mutual Advisors first reported a position in PAA in Q1 2023 and has held it in 14 quarters since. The position peaked at $543K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Mutual Advisors held 24,313 shares of Plains All American Pipeline worth $541K as of Q2 2026.
Mutual Advisors bought 8 Plains All American Pipeline shares in Q2 2026, an estimated $178.
Plains All American Pipeline made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #904 holding.
Mutual Advisors first reported a position in Plains All American Pipeline in Q1 2023 and has held it in 14 quarters since.
Mutual Advisors's Plains All American Pipeline position peaked at $543K in Q1 2026.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.