Newbridge Financial Services Group’s Plains GP Holdings PAGP Stock Holding History

Newbridge Financial Services Group’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	$1.46K	Sell	60 -52	-46%	-$1.25K	﹤0.01%	1104
2026 Q1	$2.72K	Sell	112 -107	-49%	-$2.34K	﹤0.01%	994
2025 Q4	$4.19K	Buy	+219	New	+$3.95K	﹤0.01%	921
2022 Q2	–	Sell	-4,946	Closed	-$57K	–	1476
2022 Q1	$57K	Buy	+4,946	New	+$56.9K	0.03%	443
2021 Q4	–	Sell	-1,300	Closed	-$14K	–	1504
2021 Q3	$14K	Sell	1,300 -2,164	-62%	-$22.6K	0.01%	777
2021 Q2	$41K	Hold	3,464	–	–	0.03%	507
2021 Q1	$33K	Buy	+3,464	New	+$32.3K	0.02%	532

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 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 New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Plains GP Holdings (PAGP) stake by 46% in Q2 2026, selling an estimated $1.25K and leaving 60 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Newbridge Financial Services Group first reported a position in PAGP in Q1 2021 and has held it in 7 quarters since. The position peaked at $57K in Q1 2022. 343 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Newbridge Financial Services Group held 60 shares of Plains GP Holdings worth $1.46K as of Q2 2026.
Newbridge Financial Services Group sold 52 Plains GP Holdings shares in Q2 2026, an estimated $1.25K.
Plains GP Holdings made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1104 holding.
Newbridge Financial Services Group first reported a position in Plains GP Holdings in Q1 2021 and has held it in 7 quarters since.
Newbridge Financial Services Group's Plains GP Holdings position peaked at $57K in Q1 2022.
343 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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