Naviter Wealth’s Plains All American Pipeline PAA Stock Holding History

Naviter Wealth’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 Q1	–	Sell	-13,858	Closed	-$249K	–	283
2025 Q4	$249K	Buy	+13,858	New	+$236K	0.03%	246
2025 Q3	–	Sell	-14,763	Closed	-$270K	–	278
2025 Q2	$270K	Buy	14,763 +350	+2%	+$6.11K	0.03%	243
2025 Q1	$291K	Buy	+14,413	New	+$285K	0.04%	238

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Naviter Wealth's PAA Position: Q1 2026 in Review

Naviter Wealth sold out of Plains All American Pipeline (PAA) in Q1 2026, closing a stake of 13,858 shares — an estimated $249K sold.

Naviter Wealth first reported a position in PAA in Q1 2025 and held it in 3 quarters. The position peaked at $291K in Q1 2025. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Naviter Wealth reported no remaining Plains All American Pipeline position as of Q1 2026 after selling out during the quarter.
Naviter Wealth sold 13,858 Plains All American Pipeline shares in Q1 2026, an estimated $249K.
Naviter Wealth first reported a position in Plains All American Pipeline in Q1 2025 and held it in 3 quarters.
Naviter Wealth's Plains All American Pipeline position peaked at $291K in Q1 2025.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.