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Newbridge Financial Services Group’s Plains All American Pipeline PAA Stock Holding History

Newbridge Financial Services 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 		– Sell
-1,977
Closed -$44.1K – 1266
2026
Q1 		$44.1K Sell
1,977
-286
-13% -$5.82K 0.01% 446
2025
Q4 		$40.6K Buy
2,263
+655
+41% +$11.1K 0.01% 475
2025
Q3 		$27.4K Hold
1,608
– – ﹤0.01% 666
2025
Q2 		$29.5K Hold
1,608
– – ﹤0.01% 619
2025
Q1 		$32.2K Hold
1,608
– – 0.01% 463
2024
Q4 		$27.5K Buy
+1,608
New +$28K 0.01% 538
2024
Q3 		– Sell
-1,608
Closed -$28.7K – 972
2024
Q2 		$28.7K Hold
1,608
– – 0.01% 502
2024
Q1 		$28.2K Hold
1,608
– – 0.01% 532
2023
Q4 		$24.4K Buy
1,608
+1,462
+1,001% +$22.3K 0.01% 548
2023
Q3 		$2.24K Sell
146
-1,000
-87% -$15K ﹤0.01% 1059
2023
Q2 		$16.2K Hold
1,146
– – 0.01% 755
2023
Q1 		$14.3K Hold
1,146
– – 0.01% 823
2022
Q4 		$13.5K Sell
1,146
-4,154
-78% -$49.2K 0.01% 837
2022
Q3 		$56K Buy
5,300
+4,300
+430% +$48K 0.03% 425
2022
Q2 		$10K Hold
1,000
– – 0.01% 871
2022
Q1 		$11K Sell
1,000
-500
-33% -$5.36K 0.01% 919
2021
Q4 		$14K Hold
1,500
– – 0.01% 838
2021
Q3 		$15K Sell
1,500
-15,438
-91% -$153K 0.01% 750
2021
Q2 		$192K Buy
16,938
+1,889
+13% +$19.4K 0.12% 180
2021
Q1 		$137K Buy
+15,049
New +$138K 0.1% 208

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newbridge Financial Services Group's PAA Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Plains All American Pipeline (PAA) in Q2 2026, closing a stake of 1,977 shares — an estimated $44.1K sold.

Newbridge Financial Services Group first reported a position in PAA in Q1 2021 and held it in 20 quarters. The position peaked at $192K in Q2 2021. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Plains All American Pipeline position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,977 Plains All American Pipeline shares in Q2 2026, an estimated $44.1K.
  • Newbridge Financial Services Group first reported a position in Plains All American Pipeline in Q1 2021 and held it in 20 quarters.
  • Newbridge Financial Services Group's Plains All American Pipeline position peaked at $192K in Q2 2021.
  • 421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.